Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Stop-Loss Executive Sees Fierce Competition
By Allison BellPPACA may have increased demand for plans for health plans, but barriers to entry remain low.
November 16, 2011
Deficit Supercommittee Will Not Solve Our Problems: News AnalysisIt will take far more than economic reforms and political fixes to set America back on track. Until we fix the values problem underlying our economic problems, we shouldnt expect a lasting recovery.
November 15, 2011
PPACA Small Group Tax Credit Gets Off to Slow StartComplicated rules and low awareness levels have been limiting use, witnesses told a House subcommittee.
November 13, 2011
When Do IRAs and Annuities Mix?Annuities can be purchased inside an IRA, but is an IRA the right home for an annuity?
November 12, 2011
An Annuity Alternative to LTC InsuranceCan LTC annuities supplement or expand the LTC portion of your practice?
November 11, 2011
Deficit Tax Proposals Would Radically Change 401(k)s: EBRIIf enacted, two major tax-reform proposals aimed at shrinking the federal deficit would reduce 401(k) plan contributions and likely send retirement account balances tumbling, according to the nonpartisan EBRI.
November 11, 2011
Foundation Financial Finalist in N.C. "Best Places to Work" CompetitionThe Charlotte Business Journal named Foundation Financial Group as a finalist in its annual "Best Places to Work" awards for 2011.
November 11, 2011
New Greek Govt Takes Over, Former Banker at HelmGreece's new Prime Minister assumed power Friday at the helm of an interim coalition government that will seek to push through tough reforms and ensure the country avoids a catastrophic default.