Reaping the tax benefits of annuities
By Rich LaneHelp your clients avoid the pain of tax season by exploring tax-deferred annuities.
April 11, 2016
On the Third Hand: PanamaIf only your clients could protect some LTC money there, without the database leak part of the story.
April 11, 2016
Traditional IRA vs. Roth IRA: What’s Best? Pt. 2—The DetailsSome readers questioned my assumptions when I found that a traditional IRA can be more beneficial than a Roth.
April 11, 2016
The Panama Papers: weighing the unintended consequencesThe Panama Papers will erode the credibility and effectiveness of the global political establishment.
April 11, 2016
The Panama Papers: weighing the unintended consequencesThe Panama Papers will erode the credibility and effectiveness of the global political establishment.
April 11, 2016
Fixed Annuities and Rising Interest Rates: Can They Mix?Several insurance carriers have introduced annuities designed to take advantage of rising interest rates.
April 11, 2016
The Psychology of Sustainable Investing (and Why You Should Care)Hint: Its not very different from other types of investing, but avoiding clients' multiple reasons to invest for sustainability isn't a formula for success.
April 08, 2016
5 Steps to Writing Better Investment Commentary With Less PainCreating a standardized process for your investment commentary can help you get a better reaction from clients while making the writing process easier.
Commentary