Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Broker, Beware The Definition Of Disability Trap
By John RobertsSometimes the spreadsheet doesn't tell the whole story. That is especially true when you are comparing group disability insurance contracts.Understanding the intricacies of a ...
September 28, 2005
Why Not Offer Stop-Loss Insurance For Benefit Plans?Here's an idea for benefits brokers.Offer employers self-insurance programs and stop-loss coverage for prescription drug plans, dental and vision benefits.Many employers already know about ...
September 28, 2005
Keeping American Employees MovingSoaring gas prices are straining family budgets and prompting many workers in the United States to reconsider how they conduct their daily commute, which ...
September 27, 2005
Lawmakers Delete Katrina IRA Rollover ProvisionThe final Hurricane Katrina relief bill that President Bush signed Friday left out a provision included in earlier drafts that would have allowed direct, ...
September 22, 2005
Congress OKs Katrina Relief BillThe House and the Senate have approved a final version of a bill that will offer disaster survivors and donors to Hurricane Katrina relief ...
September 07, 2005
Producer Group Praises Delay In Estate Ta DebateThe Association for Advanced Life Underwriting is welcoming the decision by Senate Majority Leader William Frist to delay debate on permanent estate tax repeal.[@@]Frist, ...
September 07, 2005
Estate Ta Future Is MurkyThe future of estate taxes remains unclear. It seems as if this has been the case since Congress implemented the Economic Growth and Tax ...
September 06, 2005
Producer Group Praises Delay In Estate Ta DebateThe Association for Advanced Life Underwriting is welcoming the decision by Senate Majority Leader William Frist to delay debate on permanent estate tax repeal.[@@]Frist, ...