Tax Loss Harvesting
Top strategies and rules that advisors can consider when using tax loss harvesting to reduce tax liabilities of client portfolios.
How to Avoid Investors’ Most Taxing Problem
By David PetersonYou can have great returns on your investments, but if Uncle Sam is taking a lot of those gains through taxes, you ultimately end up with below-average returns.
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.
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.