John Hancock Assumes Time Insurance's LTCI Business
By Allison BellThe shift will affect about 25,000 policyholders.
June 10, 2022
Can a Reverse Rollover Reduce Your Client's Tax Bill?A reverse-rollover strategy can allow clients to minimize taxes on Roth conversions or avoid RMDs.
June 10, 2022
Sanders' Social Security Bill Would Extend Payroll Tax to Capital Gains for High EarnersThe Social Security Expansion Act would apply the payroll tax to all income above $250,000.
June 10, 2022
Social Security COLA Estimate Set at 8.6% for 2023 as Inflation Rises in MayCPI rises to 8.6% over past 12 months, the largest since December 1981. Gasoline up 4.1% from April to May.
June 09, 2022
Schwab's Kleintop: Time to Add Global StocksA retreat by investors "back to what's been working" is "the wrong thinking this time," Kleintop tells ThinkAdvisor.
June 09, 2022
15 States Where Older Adults Are Going Back to WorkIn some states, the share of older adults in the workforce has more than doubled from 2020 lows, according to MagnifyMoney.
June 09, 2022
Bankers Life Unveils Medicare Supplement Plan FamilyThe policies offer the kind of flexible coverage affluent clients may prefer.
June 09, 2022
NAFA Brings Industry Groups Together for Annuity AwarenessBoth Finseca and NAIFA are on the list of supporting organizations.