Tax Loss Harvesting
Top strategies and rules that advisors can consider when using tax loss harvesting to reduce tax liabilities of client portfolios.
Year-End Tax Planning: Are Variable Annuity Losses Deductible?
By William H. Byrnes, Robert BloinkYes, losses inside a variable annuity are deductible, though the reporting process is tricky, and VA surrender charges are not.
October 01, 2011
The Long and Winding RoadNatural disasters are growing more frequent and severe, their collective losses taking an ever greater toll on insurers and reinsurers$23.5 billion from tornadoes and other severe weather in the United States in the first half of 2011 alone, according to Munich Re.
September 30, 2011
Who’s More Reckless: Stockbrokers or Psychopaths?Study at a Swiss University offers surprising results.
September 24, 2011
Roth Redo Can Slash Taxes, but Be CarefulCould a Roth reconversion cut your clients tax bills? Maybe so, but make sure the timing is right.
September 16, 2011
UBS on Review for Moody’s DowngradeThe same day the $2 billion loss hit the news, the firm was placed on review by Moodys Investors Service for possible downgrade over its risk control measures.
August 29, 2011
Early Irene Damage Estimates: Insured Losses of $1.5B-$3BWorst-case scenarios avoided, reports Property-Casualty360.com. U.S. stock markets opened at normal times.
August 15, 2011
Buffett: Tax the Wealthy'My friends and I have been coddled long enough by a billionaire-friendly Congress,' Buffett concluded in a New York Times op-ed. 'Its time for our government to get serious about shared sacrifice.'
May 25, 2011
Economics of Disaster: From Joplin Tornado to Japan Quake, Crisis at a Cost—SlideshowNatural disasters have ravaged economies everywhere they've hit, imperiling budgets and businesses from Japan to the Mississippi River Delta.