When Trusts and Annuities Collide, Big Tax Damage Can Follow
By William H. Byrnes, Robert BloinkTrusts and annuities can play powerful planning roles for clients, but when the two strategies collide, the tax consequences can be disastrous.
March 14, 2016
Reducing the Impact of Obamacare’s Net Investment Income TaxThe pain of the NIIT, designed to partially fund the Affordable Care Act, can be softened by smart planning.
March 11, 2016
Gift Taxes and Paying for CollegeIn 2016, the exclusion amount is $14,000 per recipient or $28,000 per recipient if a married couple splits the gift.
March 11, 2016
Stop bashing Wall Street. Times have changed.Financial firms are doing more to help consumers, business and industry in America than they have in decades.
March 11, 2016
Stop bashing Wall Street. Times have changed.Financial firms are doing more to help consumers, business and industry in America than they have in decades.
March 10, 2016
How to use the power of negative ratesThe power of negative interest rates was on global display, as the ECB sought to surprise markets with its plan to stimulate growth by taking rates ever further below zero.
March 10, 2016
Four Republican candidates, four big mythsBringing jobs back to the U.S. or using the gold standard are some of the myths being repeated by presidential candidates today.
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