Tax Loss Harvesting
Top strategies and rules that advisors can consider when using tax loss harvesting to reduce tax liabilities of client portfolios.
Options and Taxes: Tax Treatment of Incentive Stock Options
By Tax Facts OnlineThe definitive word from Tax Facts Online on incentive stock options. First, how the grant is taxed, and second, how the exercise of the incentive option is taxed.
February 07, 2012
Unum Group Reports $425.4 Million Loss in Fourth QuarterUnum attributed the loss in part to an after-tax charge of $561.2 million the company took following its decision to discontinue new group long-term care sales. The company also cited an after-tax reserve charge of $119.3 million in its individual disability closed block.
January 23, 2012
How to Prepare Now for Sharply Rising Tax RatesBecause of their tax-deferral features, life insurance and annuities become more attractive when taxes rise.
January 20, 2012
How to Prepare Now for Sharply Rising Tax RatesAffluent investors are likely to face double- and even triple-digit increases in tax rates in 2013, but a new whitepaper offers tips on planning for this eventuality.
December 08, 2011
Year-End Tax Planning: Are Variable Annuity Losses Deductible?A loss in a variable annuity is deductiblealthough theres no solid answer on the mechanics of deducting the loss.
December 06, 2011
Year-End Tax Planning: Are Variable Annuity Losses Deductible?Yes, losses inside a variable annuity are deductible, though the reporting process is tricky, and VA surrender charges are not.
November 21, 2011
Stop-Loss Executive Sees Fierce CompetitionPPACA may have increased demand for plans for health plans, but barriers to entry remain low.
October 18, 2011
Goldman Sachs Loses $428 million in Third Quarter (AP)It was only the second quarterly loss for the investment bank since it went public 12 years ago. The bank said at its last earnings call, in July, that it would eliminate as many as 1,000 jobs to cut costs.