Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Take the complications out of IRA strategies
By Joseph FinoraIf we told you Garry Madaline of United Retirement Advisors Group can make "taxes less taxing," would you listen to him? Who wouldn't? "A taxable event is something every member of the investing public wants to avoid yet
July 01, 2009
How to Speak AustralianAnyone who's ever been to an Outback Steakhouse knows the difference between a Bloke and a Sheila, and probably that Foster's is Australian for beer....
July 01, 2009
Destructive Financial PlanningWriting recently in the Financial Times, Stanford University economist John Taylor points out that America's exploding debt is currently set to double to 82 percent...
July 01, 2009
Stocks, Gold and WarOn July 28, 1914, Emperor Franz Joseph of Austria-Hungary declared war on Serbia. A month earlier, a Serbian nationalist had killed Archduke Franz Ferdinand, the...
June 30, 2009
Take the complications out of IRA strategiesIf we told you Garry Madaline of United Retirement Advisors Group can make "taxes less taxing," would you listen to him? Who wouldn't? "A taxable event is something every member of the investing public wants to avoid yet
June 26, 2009
Personnel Changes: Thrivent, OneAmerica, OthersBruce Nicholson, chairman, president, and CEO of Thrivent Financial for Lutherans, has announced his intention to retire before the end of 2010.
June 22, 2009
Quiz question: Proposed tax exclusionHow large a tax exclusion would the proposed Retirement Security Needs Lifetime Pay Act (H.R. 2748) provide on the income from a non-qualified lifetime annuity?
June 21, 2009
Quiz question: Proposed tax exclusionHow large a tax exclusion would the proposed Retirement Security Needs Lifetime Pay Act (H.R. 2748) provide on the income from a non-qualified lifetime annuity?