12 Tax-Saving Moves for Client Portfolios: Advisors' Advice
By Dinah Wisenberg BrinThe right tax strategy could save some of your clients a literal fortune.
February 24, 2023
Regulators Say Rising Rates Could Ding Life Insurers' Mortgage InvestmentsLife insurers have about $1 trillion invested in mortgages and mortgage-backed securities.
February 24, 2023
New Life Policy Can Protect Against Disability and Long-Term Care RiskGuardian will offer the product through an online underwriting process.
February 24, 2023
House Could Vote on Online Notarization Bill MondayA California notary group says the bill could lead to more fraud.
February 24, 2023
Collaborative Divorce: How Advisors Can Help Their Clients Split AmicablyThis alternative divorce process keeps couples out of court, and advisors have an important role to play.
February 24, 2023
Debate: Will 529-to-Roth IRA Rollovers Boost College Savings?Our tax experts discuss the new Secure 2.0 rules allowing taxpayers allowing rollovers of unused 529 plan funds.
February 24, 2023
Is the Sweep of Advisors' Texting Legal? — SEC RoundupThe SEC is treating advisors like they're subject to BD requirements, says Jennifer Han of the Managed Funds Association.
February 23, 2023
7 Big Social Security Claiming Mistakes Couples MakeRetirement planning expert Jeff Levine breaks down the Social Security claiming issues couples find most confusing.