For Estate Planning, Don’t Overlook Late Portability Elections
By Robert Bloink, William H. ByrnesFortunately, the IRS has provided relief for certain clients who have failed to make a timely portability election.
April 11, 2017
5 Questions for the New Earnings SeasonSome people are getting excited about the new "Game of Thrones" season. Me? I'm in suspense about the fate of insurance companies.
April 10, 2017
Pension Plans' Risky Flirtation With Private EquityStates have promised to pay pension benefits with a value of about $3 trillion.
April 10, 2017
5 Uses for Life Insurance That Most People Haven't Thought OfFor your clients and prospects, your bread and butter may be as mysterious as nuclear physics.
April 10, 2017
Planning for Longer Lives: Fading CapacityA corollary to planning for higher income in retirement is planning for the time when one may not be able to manage ones own care.
April 10, 2017
Navigating the Maze of Variable AnnuitiesTax Facts experts explain the nuts and bolts of the annuity world, like what is a variable deferred annuity and an indexed variable annuity.
April 09, 2017
The Death of Retail Is Not Because of AmazonThe aging of the U.S. population may be changing how Americans buy, and how cities tax.
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