Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Top Story: How to help clients rescue their deferred variable annuity
By David Smucker, Shawn BrittMany variable annuity owners would like to move their money into something safer and more conservative. And they want to know if they can deduct the loss if they surrender the VA. The answer is yes, with "annuity rescue."
October 16, 2009
NAIFA Seeks Investor Act ChangesAn industry group is suggesting that the proposed Investor Protection Act be amended to allow broker-dealers and their representatives to offer a limited number of financial products without violating fiduciary standards proposed in the legislation.
October 16, 2009
NAIFA Seeks Investor Act ChangesAn industry group is suggesting that the proposed Investor Protection Act be amended to allow broker-dealers and their representatives to offer a limited number of financial products without violating fiduciary standards proposed in the legislation.
October 01, 2009
How You Can Use Tax Returns to Generate More ProspectsI was recently referred a couple hoping to retire this year. Their current financial advisor recommended investing $265,000 into an annuity, and the couple wanted a second opinion. When I talked to them on the telephone, I asked them to bring
October 01, 2009
The Scope of the ProblemSpeaking at the Schwab Impact 2009 conference in San Diego in mid-September, tax and estate planning attorney John Scroggin first poked fun at his profession,...
October 01, 2009
Getting Estate Planning HelpThe next few years will be a challenging time for advisors to stay current in creating, monitoring, and modifying clients' estate plans. Trusts, tax, and...
October 01, 2009
Consider TheseIn addition to thinking about using grantor retained annuity trusts (GRATs) for clients in the current atmosphere to help preserve wealth, the California Society of...
October 01, 2009
A Recession Silver LiningFor estate planning these days, "the low-interest-rate environment offers incredible advantages," observes Ben Ledyard, director of wealth strategies for Boston-based Silver Bridge Advisors who leads...