Tax Court Ruling Involves MassMutual Whole Life Policy Loans
By Allison BellThe policy owners received one amount. The Form 1099-R showed another amount.
December 23, 2025
FAQ: How to Plan for Inherited IRAsThe accounts have undergone significant changes in recent years in large part due to the Secure Act.
December 23, 2025
10 Ways to Help Clients Through Rough MarketsWhen the stock market is volatile, clients want guidance.
December 23, 2025
NAIC Adopts Annuity Sales Rule Guidance UpdateThe move is part of the effort to move to a best-interest standard, from a suitability standard.
December 23, 2025
Exceptions to the Year-End RMD DeadlineOne example: Clients who turned 73 in 2025 have until April 15 to take their first distribution.
December 23, 2025
NAIFA President Worries About Life and Annuity Long-Term Care RidersChristopher Gandy told state regulators he has concerns about pricing and underwriting.
December 23, 2025
How the 10 Biggest Active Funds Performed in 2025: MorningstarMarkets overcame worries about tariffs and an AI bubble, the researcher finds, while foreign equities performed well.
December 23, 2025
11 Books to Help You Start 2026 Off RightWhether your goal is learning about the world or self-improvement, there's a book to help you reach it.