Tax Loss Harvesting
Top strategies and rules that advisors can consider when using tax loss harvesting to reduce tax liabilities of client portfolios.
Conseco Refinances Debentures
By staff WriterConseco Inc. (NYSE:CNO) has bought back $64 million of its old 3.50% convertible debentures through a privately negotiated transaction, the company says.
October 26, 2009
Top Story: How to help clients rescue their deferred variable annuityMany variable annuity owners would like to move their money into something safer and more conservative. And they want to know if they can deduct the loss if they surrender the VA. The answer is yes, with "annuity rescue."
October 25, 2009
Top Story: How to help clients rescue their deferred variable annuityMany variable annuity owners would like to move their money into something safer and more conservative. And they want to know if they can deduct the loss if they surrender the VA. The answer is yes, with "annuity rescue."
September 01, 2009
UBS Settles Tax Case, Poised to Hire McCann, Sheds 800+ FAsIn early August, U.S. authorities struck a deal with UBS over the names of some 4,500 UBS clients who may have evaded taxes and a...
June 01, 2009
The Psychology of Advice: Getting Your Act TogetherWhile Bernie Madoff's empire was falling apart, remember how he would walk past the cameras with no sign of emotion except for a small, nervous...
May 01, 2009
After the FraudBy now most of the globe knows something about Bernard L. Madoff, who made off with billions of dollars investor's funds. In spite of Madoff's...
March 31, 2009
Conseco Obtains FinancingA Midwestern insurer has posted a large loss for the fourth quarter of 2008 but obtained relief from its lenders.
March 23, 2009
Milliman: Crisis Erases Pension GainsThe ongoing financial crisis drove the 100 largest corporate pension plans to experience a record $300 billion loss of funded status in 2008.