IRA Holders Can Reap Extra Tax Benefits With This Charitable Strategy
By Roger WohlnerQualified charitable distributions are more than a giving strategy; they can help retirees reduce RMDs and taxable income.
November 03, 2021
Bars and Advisors: A Great Match (for Prospecting)This strategy will work just as well at a coffee shop or lunch counter.
November 02, 2021
How to Survive the Last-Minute Tax RushPotential changes in tax laws mean clients might hurry to make changes before end of the year. Be ready.
November 02, 2021
How DPL Partners' Lau Is Disrupting the Annuities BusinessHere's why a former insurance executive, and LUMINARIES winner, introduced an innovative platform for RIAs.
November 02, 2021
Cetera Rolls Out New Advisor Growth ProgramGrowth360 is a peer-based benchmarking and strategic framework to help advisors expand their practices.
November 02, 2021
Many Now Use Life-LTC Hybrids to Pay for Care: GenworthCare recipients surveyed said their LTCI coverage pays an average of one-third of their care costs.
November 02, 2021
SALT Cap Suspension for 5 Years Emerges as Leading OptionA group in the House has vowed to block Biden's economic agenda until the $10,000 deduction limit is addressed, but Senator Bernie Sanders says such a plan is "unacceptable."
November 02, 2021
Life Policy Buyout Fight Heats UpLISA's leader says the COVID-19 pandemic made a bad situation worse.