Tax planning is vital for retiree financial success
By Van MuellerTaxes can be the start of so many wonderful conversations with prospects and clients about something they hate to pay.
June 28, 2016
Republicans' health-care 'plan' is less care, no planPaul Ryan's health-care plan lacks details to tell whether it's a realistic plan.
June 28, 2016
Brexit turmoil only beginning to play out for life insurersEven if life insurers are well capitalized, investors will likely pick winners according to one metric: relative capital strength.
June 28, 2016
A glimpse of the future of annuitiesLower commissions and the continued decline of VAs are among the likely effects of the DOL fiduciary rule and other market forces.
June 27, 2016
Who’s Tracking IRA Basis? Enter the AdvisorRollovers, conversions, nondeductible contributions and inherited accounts can all impact how distributions are taxed.
June 27, 2016
The legal mess where religion meets health careThe Obama administration has sided with a ruling by the state of California to require health insurers to cover abortion even for religious organizations that object to the coverage.
June 27, 2016
The legal mess where religion meets health careThe Obama administration has sided with a ruling by the state of California to require health insurers to cover abortion even for religious organizations that object to the coverage.
June 27, 2016
Combat commission compression with non-insured benefitsHow non-insured benefits can combine with traditional benefits to better serve clients and increase your bottom line.
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