When the IRS Wants Your Life Insurance Policy
By William H. Byrnes, Robert BloinkThe government can establish a lien against a policy. It can also foreclose.
November 27, 2017
Reducing RMDs’ Tax Impact by Using NUA Tax BreakTo reduce potential future tax burdens of RMDs, an often-overlooked net unrealized appreciation strategy may benefit younger clients.
November 27, 2017
The Consumer Price Index Starts a New Chapter'Chained CPI' tends to be more generous toward the young than it is toward the old.
November 27, 2017
4 Hot Trends to Buy Into Before Year EndsBefore we bid our final adieu to 2018, we offer one last look at tradeable sectors for Q4 and beyond.
November 24, 2017
Pressure on U.S. Households DeepensMore consumers think they can handle a $2,000 shock, but they have little padding left.
November 23, 2017
Embrace Your Inner HeroMany people are jaded about their jobs, their government and their futures but you don't have to be one of them.
November 23, 2017
Dollar Hoarding Is a Big Year-End Risk for MarketsOne question is what will happen to efforts to raise the U.S. debt ceiling.
November 23, 2017
Why Producers Let Clients Miss Out on Life Settlement OpportunitiesU.S. consumers appear to be hundreds of times more likely to let a policy lapse than to sell it.
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