Life Planning Strategies
Life planning strategies, with ideas about how to use life insurance and related products to help people and businesses get things done.
Court Rules Against IRS's Tax Position on Insurance Company Demutualization
By Melanie WaddellA recent federal court decision ruled against the IRS's stance that policyholders who receive stock in a mutual-to-stock conversion of an insurance company--known as a demutualization--must pay taxes on the proceeds when the stock is sold.
August 01, 2008
Careful What You Wish ForLast month we talked with Sandy Praeger, president of the National Association of Insurance Commissioners (NAIC) about changes suggested for the insurance industry within the...
August 01, 2008
Boomers Need LTCI ASAPBoomers have a lot to think about when it comes to their futures: estate planning, retirement planning, funding their children's or grandkids' education. Another decision...
August 01, 2008
Insuring 401(k) Success Via AnnuitiesMichael Salley is one of those ever-growing group of advisors who have become independent and taken their Wall Street knowledge to Main Street, bringing along...
July 30, 2008
SEC extends short selling ruleIn an effort to stop abusive short selling tactics at 19 major financial firms, the Securities and Exchange Commission extended an emergency rule to Aug....
July 30, 2008
Tips for boomer job interviewsHave a boomer client that has to return to work due to current market conditions? The Olympian quotes an AARP study that finds workers 55...