Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
How to get tax-free retirement income with life insurance
By Danielle AndrusLife insurance can be used to secure tax-free income both in the accumulation phase and the distribution phase.
March 03, 2014
Life industry readies to address tax reformSeveral industry trade groups are planning fly-ins this spring to make their concerns clear to Congress.
March 03, 2014
Life industry readies to address tax reformSeveral industry trade groups are planning fly-ins this spring to make their concerns clear to Congress.
March 03, 2014
Understanding the 3.8% Net Investment Income TaxHere are the rules and regs for this new tax, who it affects and how it works. The first of a two-part series.
March 03, 2014
10 retirement plan tax facts you need to knowRetirement is the topic that's on everyone's mind, it seems, and tax season can raise additional questions.
March 03, 2014
10 retirement plan tax facts you need to knowRetirement is the topic that's on everyone's mind, it seems, and tax season can raise additional questions.
February 28, 2014
Camp: Tax Overhaul Is ‘Moving Forward’Chairman of the House Ways and Means Committee tells Bloomberg TV that despite opposition, he's got a lot of GOP and Democratic backers.
February 27, 2014
Life insurance tax reform revenue pegged at $39BThe proposed legislation touches variously on COLI, net operating losses, deductions and computation of tax reserves.