Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
AALU: 2009 Estate Tax Levels May Continue
By Arthur D. PostalAssociation for Advanced Life Underwriting officials believe Congress will extend the 2009 estate tax levels to next year before it recesses, but won't deal with permanent reform until next year.
October 28, 2009
As 2010 nears, clients eye Roth conversionsMany clients and advisors are already looking ahead to 2010 when two tax law changes will occur concerning traditional-to-Roth conversions. Here are some considerations they will need to keep in mind.
October 26, 2009
Advisor Spotlight: Including the next generationPhilip D. McMullin, RIA, financial and insurance advisor McMullin, Stone & Associates, Fayetteville, Ga.
October 26, 2009
Top Story: How to help clients rescue their deferred variable annuityMany variable annuity owners would like to move their money into something safer and more conservative. And they want to know if they can deduct the loss if they surrender the VA. The answer is yes, with "annuity rescue."
October 25, 2009
Top Story: How to help clients rescue their deferred variable annuityMany variable annuity owners would like to move their money into something safer and more conservative. And they want to know if they can deduct the loss if they surrender the VA. The answer is yes, with "annuity rescue."
October 19, 2009
National Financial Adds to Sweep OptionsEight different sweep options now available to brokerage customers
October 16, 2009
NAIFA Seeks Investor Act ChangesAn industry group is suggesting that the proposed Investor Protection Act be amended to allow broker-dealers and their representatives to offer a limited number of financial products without violating fiduciary standards proposed in the legislation.
October 16, 2009
NAIFA Seeks Investor Act ChangesAn industry group is suggesting that the proposed Investor Protection Act be amended to allow broker-dealers and their representatives to offer a limited number of financial products without violating fiduciary standards proposed in the legislation.