IRS Posts LTCI Issuer Rehabilitation Letter Ruling
By Allison BellThe transaction should not affect the policyholders' federal income taxes, according to an IRS senior counsel.
September 02, 2022
Income-Generating ETFs Popular in Tough MarketETFs featuring dividend strategies, munis and high-yield bonds have seen strong inflows, Dave Nadig tells ThinkAdvisor.
September 02, 2022
Schwab Teams With CFP Board on New Scholarship to Boost DiversityThe Charles Schwab Foundation CFP Certification Scholarship is part of Schwab Advisor Services' ongoing diversity efforts.
September 02, 2022
Life Insurance Awareness Month Arrives Amid COVID-19 LullOrganizers hope Roselyn Sánchez, the 2022 spokesperson, will appeal to Hispanic consumers.
September 02, 2022
Edward Jones Underpaid Female Advisors, Class-Action Suit SaysA former advisor takes issue with the firm's assertion that it has identified pay gaps and "addressed" them.
September 02, 2022
Bonds Tumble Into Their First Bear Market in a GenerationSo far this year, the classic 60/40 portfolio is down 15%, on track for its worst yearly performance since 2008.
September 02, 2022
12 Hardest-Working States in America: 2022In honor of Labor Day, WalletHub looked at metrics like hours worked, employment rates and time spent volunteering.
September 02, 2022
Wall Street Is in Denial Over the EconomyHere's why my earlier forecast of a 40% total drop in the S&P 500 from the early January peak is still relevant.