Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Estate Tax Extension Seen By Year-End, But Not Permanent Fix
By Arthur D. PostalAssociation for Advanced Life Underwriting officials believe that before Congress recesses it will extend the 2009 estate tax levels for another year, but won't deal with permanent reform until next year.
November 01, 2009
The Next Economic DebacleWhen reservation at this well-known midtown Mexican place, I had no idea it doubled as a back entrance to the Ed Sullivan Theater, the home...
November 01, 2009
Annuity Analytics: Back to BasicsIn my recent travels through the world of retirement income planning, it seems to me that many industry participants have forgotten two important facts...
October 29, 2009
Help For Roth IRA ConversionsA large mutual fund company is providing financial advisors with tools and materials to use in assisting clients with Roth individual retirement account conversions.
October 29, 2009
Help For Roth IRA ConversionsA large mutual fund company is providing financial advisors with tools and materials to use in assisting clients with Roth individual retirement account conversions.
October 28, 2009
AALU: 2009 Estate Tax Levels May ContinueAssociation for Advanced Life Underwriting officials believe Congress will extend the 2009 estate tax levels to next year before it recesses, but won't deal with permanent reform until next year.
October 28, 2009
As 2010 nears, clients eye Roth conversionsMany clients and advisors are already looking ahead to 2010 when two tax law changes will occur concerning traditional-to-Roth conversions. Here are some considerations they will need to keep in mind.
October 28, 2009
AALU: 2009 Estate Tax Levels May ContinueAssociation for Advanced Life Underwriting officials believe Congress will extend the 2009 estate tax levels to next year before it recesses, but won't deal with permanent reform until next year.