Tax Reform
Learn about the latest tax reform developments and their potential impact on your clients' income, portfolios and financial plans more broadly.
Defending your life: Tax reform and the inside buildup
By Robert LehmertWithout the deferral of taxation on the inside build-up of life insurance, the product would be unaffordable and unavailable.
January 02, 2013
Industry girds for next tax battleInstructions and a process for tax reform could be in the next legislative session, said NAIFA President Rob Smith.
January 02, 2013
Fiscal Cliff Deal: The Good, the Bad and the UglyThe fiscal cliff deal that was approved by Congress sent the markets soaring Wednesday, but lawmakers and industry officials were quick to weigh in with their opinionspositive and negativeon the deal.
December 31, 2012
2013: A Senior's OdysseyFrom possible estate and income tax changes to securing a steady stream of retirement income, seniors and their advisors face a tough road in the year ahead.
December 20, 2012
Obama, Boehner clash as cliff edge approachesDespite the political rhetoric, both sides continue to negotiate.
December 20, 2012
Obama, Boehner clash as cliff edge approachesDespite the political rhetoric, both sides continue to negotiate.
December 18, 2012
Why almost everyone is lying about tax reformReducing loopholes in the tax code seems like a good idea ... but it's not.
December 18, 2012
Why almost everyone is lying about tax reformReducing loopholes in the tax code seems like a good idea ... but it's not.