Understanding Bond Swaps and Their Tax Benefits
By Mike PattonIn a tax swap, you sell the bond and use the proceeds to buy another bond. The capital loss can then offset other capital gains.
March 27, 2015
March Sanity: NCAA is trying to bridge the insurance coverage gapAccidents and injuries happen all the time, especially in high stress environments like the NCAA championship.
March 27, 2015
March Sanity: NCAA is trying to bridge the insurance coverage gapAccidents and injuries happen all the time, especially in high stress environments like the NCAA championship.
March 27, 2015
Time for life insurers to get on board the life settlement bandwagonThat producers should find themselves in 2015 between a rock and hard place on so important an issue is deeply troubling.
March 26, 2015
The case for federally-regulated annuitiesIt wasnt so long ago that a fixed annuity could be bought with a single-page application. Thank goodness times have changed.
March 26, 2015
The case for federally-regulated annuitiesIt wasnt so long ago that a fixed annuity could be bought with a single-page application. Thank goodness times have changed.
March 26, 2015
A retirement income strategy every advisor must know: Systematic withdrawalsIf there were such a thing as a default income planning strategy, systematic withdrawals might be it.
March 26, 2015
On the Third Hand: Ted CruzMaybe all candidates should have to sign up for public plan coverage.
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