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.
HSAs and Taxes: How to Handle Transfers and Rollovers
By Tax Facts OnlineTax Facts experts explain the details and pitfalls of health savings accounts.
March 10, 2014
Roth IRAs Off Limits to High-Income Clients? Not ExactlyThere is an alternative, indirect route to Roth IRAs for some high-income clients. It takes time and planning, but may well be worth the effort.
February 25, 2014
Matching Clients’ Asset Location With Their Asset AllocationTaking a holistic approach to your clients portfolio(s) is the only way to successfully maximize returns, not to mention you'll be adding value.
January 30, 2014
Effect of Gender-Based LTCI Prices Seen in New IndexAs you would expect, men's cost is going down, while couples and women are paying more, according to the American Association for Long-Term Care Insurance.
January 27, 2014
Insurance for the Field of DreamsSay you have a client (or yourself, perhaps) whos so heavily into fantasy sports, hes one of the 25 million-plus players who fork over more than $1 billion annually to put together a team.
January 21, 2014
HRAs Falling as HSAs Continue to Soar: EBRIThe number of HRAs, where employers reimburse health costs, fell in 2013 for the first time in a decade while HSAs continued to expand.
January 21, 2014
Good Times? Then ‘Rebalance’ HNW Clients’ Insurance CoverageIn this period of relative calm, financially speaking, review clients insurance policy coverage terms, conditions and, especially, financial limits.
January 13, 2014
AIG Seeks to Add 600 Advisors in Annuities PushAIG plans to add 600 advisors in a push to increase sales of retirement products as some rivals retreat from annuities.