Tax Reform
Learn about the latest tax reform developments and their potential impact on your clients' income, portfolios and financial plans more broadly.
Laffer keeps 'em laughing
By John Sullivan3/24/09 - San Diego, 8:30am PDT: I love an economist with a sense of humor. The ability to bridge complex analytical concepts with good humor...
November 16, 2008
AALU's Outlook For The New CongressAn optional federal charter for life insurers appears to be "inevitable" in the next Congress, according to officials of life insurance trade groups, but they ...
November 16, 2008
AALU's Outlook For The New CongressAn optional federal charter for life insurers appears to be "inevitable" in the next Congress, according to officials of life insurance trade groups, but they ...
November 12, 2008
AALU Event Speakers Ponder New CongressThe next Congress could give the life insurance industry a federal charter system--but participants in a discussion hosted by a group that backs the optional ...
November 12, 2008
AALU Event Speakers Ponder New CongressThe next Congress could give the life insurance industry a federal charter system--but participants in a discussion hosted by a group that backs the optional ...
October 14, 2008
How the election will affect 401(k)sThis election may prove to be the 401(k) election, says Americans for Tax Reform (ATR) president Grover Norquist. ATR, in partnership with Rutledge Capital, has...
August 06, 2008
When has capitalism not worked?Chicken and egg, cart before the horse -- pick any of the obvious clich?s. Here's an old point, but one worth repeating in the run-up...
August 01, 2008
Planning Ahead for the 2010 Roth ConversionBy now, most financial advisors should know about the ability to convert tax-deferred traditional IRA accounts to tax-free Roth IRAs, which became law in the tax reform enacted in 1997. In the tax reform legislated in 2006, the conversion