Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Looking Back
By Staff WriterAs the great Benjamin Franklin so aptly put it, "In this world nothing is certain but death and taxes." At Investment Advisor, it's pretty certain...
September 28, 2005
Broker Beware Of The Definition Of Disability TrapGo page xx with xx banner. File # LEBdisabilitycontractAB.xml Lines: 131 (including bio box) Author photo: roberts.jpg Graphic info: at bottom of this fileSometimes ...
September 28, 2005
Why Not Offer Stop-Loss Insurance For Benefit Plans?Here's an idea for benefits brokers.Offer employers self-insurance programs and stop-loss coverage for prescription drug plans, dental and vision benefits.Many employers already know about ...
September 28, 2005
Keeping American Employees MovingSoaring gas prices are straining family budgets and prompting many workers in the United States to reconsider how they conduct their daily commute, which ...
September 27, 2005
Lawmakers Delete Katrina IRA Rollover ProvisionThe final Hurricane Katrina relief bill that President Bush signed Friday left out a provision included in earlier drafts that would have allowed direct, ...
September 22, 2005
Congress OKs Katrina Relief BillThe House and the Senate have approved a final version of a bill that will offer disaster survivors and donors to Hurricane Katrina relief ...
September 07, 2005
Producer Group Praises Delay In Estate Ta DebateThe Association for Advanced Life Underwriting is welcoming the decision by Senate Majority Leader William Frist to delay debate on permanent estate tax repeal.[@@]Frist, ...