Tax Loss Harvesting
Top strategies and rules that advisors can consider when using tax loss harvesting to reduce tax liabilities of client portfolios.
When Exchanging, Surrendering Or Selling A Variable Annuity May Be Called For
By Norse N. BlazzardWhen Exchanging, Surrendering Or Selling A Variable Annuity May Be Called ForJudith A. HasenauerWe are not sure who first made the statement that getting old ...
May 06, 2004
UnumProvident Clears Out Old Individual DI PoliciesNU Online News Service, May 6, 2004, 5:47 p.m. EDT -- UnumProvident Corp., Chattanooga, Tenn., is trying to clean house.[@@]The disability insurance and worksite ...
March 18, 2004
CIGNA Offers Wellness DiscountsNU Online News Service, March 18, 2004, 1:54 p.m. EST -- CIGNA HealthCare, Bloomfield, Conn., wants to cut the cost of wellness.[@@]The company's free ...
March 01, 2004
Efficiency ExpertsAs clients begin preparing their tax returns, their focus should be not only on 2003, but also on managing their tax liabilities for 2004 and...
January 19, 2004
Republicans Plan Pension Reform BillNU Online News Service, Jan. 19, 2004, 10:46 a.m. EST -- U.S. House Republicans are developing a major legislative proposal for strengthening the defined ...
January 01, 2004
Fewer Taxable Estates Will Create Profound Planning ChangesFewer Taxable Estates Will Create Profound Planning ChangesThere is little question that the number of taxpayers subject to an federal estate or gift tax is ...
November 11, 2003
Reinsurance Account Loss Hits Penn Treaty EarningsNU Online News Service, Nov. 11, 2003, 10:36 a.m. EST -- Penn Treaty American Corp., Allentown, Pa., says a $35 million loss on the ...
November 01, 2003
Year-Round Harvesting ChoresHere are several ways for advisors to be tax-aware year-round. oSell investments with heavy losses and acquire the same or a similar investment (beware transaction costs,...