Tax Planning
Tax Reform Didn't Kill All Roth Recharacterizations
By William H. Byrnes and Robert BloinkThe 2017 Tax Act eliminated a client's ability to recharacterize a conversion to a Roth IRA, but the new law continues to permit recharacterization of transactions that were not valid Roth conversions to begin with.
July 17, 2016
10 advantages of term life insuranceAlthough some agents and advisors believe that whole life insurance is always a superior product, term life insurance does its advantages and can play an important role in a client's financial plans.