Trusts and Estates
Learn which trust is best for which clients, the tax benefits of different estate planning strategies and how to transfer wealth responsibly, as well as estate planning techniques that benefit families with special needs
Existing Home Sales Fell 5.1% in June With End of Home Buyer Tax Credit
By Joyce HansonExisting home sales fell 5.1% in June, with 5.37 million single-family homes, townhomes, condos, and co-ops sold compared to 5.66 million in May, the National Association of Realtors said.
July 19, 2010
Senators Lincoln, Kyl Float Estate Tax Reduction ProposalSenators Blanche Lincoln (D-Arkansas) and Jon Kyl (R-Arizona) introduced July 14 a proposal to permanently reform the federal estate tax.
July 19, 2010
Home Builders' Confidence Index Plummets to Lowest Point Since April 2009The National Association of Home Builders (NAHB)/Wells Fargo housing market index showed builders' confidence in the single-family housing market dropped to its lowest point since April 2009, down two points to a reading of 14 in July.
July 08, 2010
Jefferson National White Paper Says Variable Annuities Offer 'Tax-Efficient Frontier'A Jefferson National Life Insurance white paper on portfolio management says tax efficiency will emerge as a "significant new imperative" as taxes rise and and financial advisors can mitigate clients' risk with a new category of variable annuity.
July 06, 2010
The nonverbal sales pitchResearch shows that body language is still one of the most effective ways to win - or lose - favor with a prospect.
July 01, 2010
LPL Financial's IPO: The Competitive EquationThe parent company of the largest independent broker/dealer, LPL Financial, filed an S-1 statement with the SEC on June 4 to go public via an...
July 01, 2010
BlackRock Creates Target Date Fund That Morphs Into a Post-Retirement AnnuityAsset management giant BlackRock has developed a 401(k) target fund that morphs into a post-retirement annuity.
June 30, 2010
Why the first four minutes matter (part 1)Have you ever gone to an appointment and known instinctively in the first few moments that your prospect would buy from you?