Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Elderly With VAs Face Many Decisions
By Norse N. Blazzard, Judith A. HasenauerElderly With VAs Face Many DecisionsRegulatorsincluding the National Association of Securities Dealers, the Securities and Exchange Commission, and several state insurance departmentshave been raising questions ...
April 01, 2005
All Hail the Overlay ManagerUnified Managed Accounts (UMAs) give advisors the flexibility to choose their own asset allocation and preferred products while delivering enhanced levels of customization. But the...
March 24, 2005
Prudential Launches Retiree Tax ProgramNU Online News Service, March 24, 2005, 4:06 p.m. ESTA large Newark, N.J., insurer is starting a financial education program for older consumers.[@@]The insurer, ...
March 23, 2005
Simplify The VUL SaleHelp a prospect grasp certain connections and stimulate motivation to buyBy Thomas BorchertSelling variable universal life doesnt need to be complex and confusing. Clients understand ...
March 22, 2005
Santorum Defends Tax Breaks For FraternalsA member of Congress is trying to rally support on Capitol Hill for fraternal benefit societies.[@@]Sen. Rick Santorum, R-Pa., delivered a statement on the ...
March 07, 2005
Spectrem: Rich Are Poor in Tax SavvyCHICAGO (HedgeWorld.com)--A Spectrem Group released report on the tax planning of affluent investors reveals that many households with US$500,000 or more in investable assets are missing out on significant tax-avoidance opportunities. The report found, for example, that 68% of affluent investors have little or no knowledge of section 529 education...
March 01, 2005
Marsh May Cut Jobs, Will Cut DividendThe cost of handling compensation investigations and other regulatory matters hit earnings hard during the fourth quarter of 2004 at a big New York ...
March 01, 2005
Divorce and Taxes: IRAs and OptionsThe courts and the IRS have been very active recently in the divorce arena. Developments in the areas of nonalimony designations, dependency waivers, interest, retirement...