Debate: Should Short-Term Health Policies Be Limited to 4 Months?
By Robert Bloink | William H. ByrnesFinal regulations shortened the time limit on these plans, which are exempt from some ACA rules.
April 17, 2024
Supreme Court Case Could Upend a Key Succession StrategyThe case involves a life insurance strategy intended to keep remaining shareholders in control after a key shareholder's death.
April 15, 2024
Debate: Should the Government Force Mega-RMDs on Massive Retirement Accounts?A proposal in Biden's budget targets those who have saved at least $10 million in tax-preferred funds.
April 12, 2024
Here's What's Wrong With the 4% RuleFor investors who prefer a formulaic approach to retirement withdrawals, there's a better option.
April 10, 2024
Is Now a Good Time to Retire?How important is market timing to retirement success? In part, it depends on how well you plan.
April 08, 2024
What Really Drives Life Insurance Sales?A longtime agent reacts to news of customers' complaints.
April 01, 2024
How to Find the Right Asset Allocation for Your Retiring ClientTo plan for your client's unique needs, here's what to consider.
March 29, 2024
'Probability of Success' Doesn't Mean What Your Clients Think It MeansThe good news is that "failure" doesn't, either.