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.
Alicia Munnell Praises DOL Rollover Rule, Blasts New Social Security 2100 Act
By Jane Wollman RusoffThe CRR director once supported the long-debated bill but says a newly added provision would "cause chaos."
December 19, 2023
13 States That Don't Tax Retirement IncomePlus, 11 states tax retirees' Social Security benefits, though one will stop doing so in 2024.
December 19, 2023
Senate Confirms O'Malley as New Social Security CommissionerThe former Maryland governor has said that Social Security faces a "customer service crisis."
December 18, 2023
Older Americans Now Earn Almost as Much as Younger WorkersNowadays, 62% of workers 65 and older are working full time, compared with 47% in the late 1980s.
December 18, 2023
Irrevocable Trusts: More Revocable Than You Might ThinkAn increasing number of wealthy families are looking to amend these trusts, Scott Small says.
December 18, 2023
Bob Doll Grades His 10 Predictions for 2023The veteran prognosticator called 2023 "one of our worst years" in terms of correct predictions.
December 13, 2023
Fed Pivots to Rate Cuts as Inflation Heads Toward 2% GoalChair Jerome Powell indicated policymakers are now turning their focus to when to cut rates as inflation cools.
December 13, 2023
10 Overlooked Tax Credits and Deductions for 2023These ways to (legally) reduce clients' tax burdens are well worth year-end discussions.