MDRT president discusses life insurance in benefits packages
By David A. SaltzmanAdding life insurance to a benefits package costs the employer very little additional time and money and serves a deep employee need.
March 14, 2016
Republican alarmism threatens Social SecurityWhat are the presidential candidates saying about Social Security?
March 14, 2016
When Trusts and Annuities Collide, Big Tax Damage Can FollowTrusts and annuities can play powerful planning roles for clients, but when the two strategies collide, the tax consequences can be disastrous.
March 14, 2016
What the Fed Will and Won't Do This WeekAt the FOMC meeting this week, the Fed once again will emphasize both its dependence on data and its policy conditionality.
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.
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