Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Defending your life: Tax reform and the inside buildup
By Robert LehmertWithout the deferral of taxation on the inside build-up of life insurance, the product would be unaffordable and unavailable.
January 16, 2013
401(k)s Have $70 Billion Problem: ReportA new report that found in 2010, loans, early withdrawals and penalties all added up to $70 billion taken from 401(k)s prior to retirement age.
January 15, 2013
Fiscal Cliff Deal Opens Floodgates for 2013 Roth ConversionsCongresss fiscal cliff agreement provides a window that could allow many clients to reduce their future tax liability during retirement.
January 14, 2013
Cliff deal opens the gates for Roth conversionsThe recent fiscal cliff agreement could allow clients to reduce their future tax liability during retirement.
January 14, 2013
Cliff deal opens the gates for Roth conversionsThe recent fiscal cliff agreement could allow clients to reduce their future tax liability during retirement.
January 14, 2013
Higher taxes are coming. Are your clients protected?One solution to higher taxes could be a tax-deferred investment like a low-cost, no-load variable annuity.
January 14, 2013
Higher taxes are coming. Are your clients protected?One solution to higher taxes could be a tax-deferred investment like a low-cost, no-load variable annuity.
January 14, 2013
The Global Tax Climate Is ChangingIn times of austerity, every dollar countsand so do uncollected dollars.