Tax Loss Harvesting
Top strategies and rules that advisors can consider when using tax loss harvesting to reduce tax liabilities of client portfolios.
Former COP Members Criticize AIG Tax Break
By Arthur D. PostalA tax break provided to American International Group came under heavy fire today from four members of the former oversight panel created to monitor the Troubled Asset Relief Program.
March 01, 2012
How to Avoid Investors’ Most Taxing ProblemYou can have great returns on your investments, but if Uncle Sam is taking a lot of those gains through taxes, you ultimately end up with below-average returns.
February 23, 2012
Greek Debt Crisis Weighs on BanksEuropes banks are tallying up the losses from Greek sovereign debt, and the picture is not a pretty one. Euro losses in the billions are taking a toll on earnings and banks are posting heavy hits in the midst of a need to find additional capital to meet new banking...
February 07, 2012
Unum Group Reports $425.4 Million Loss in Fourth QuarterUnum attributed the loss in part to an after-tax charge of $561.2 million the company took following its decision to discontinue new group long-term care sales. The company also cited an after-tax reserve charge of $119.3 million in its individual disability closed block.
January 23, 2012
How to Prepare Now for Sharply Rising Tax RatesBecause of their tax-deferral features, life insurance and annuities become more attractive when taxes rise.
January 20, 2012
How to Prepare Now for Sharply Rising Tax RatesAffluent investors are likely to face double- and even triple-digit increases in tax rates in 2013, but a new whitepaper offers tips on planning for this eventuality.
December 08, 2011
Year-End Tax Planning: Are Variable Annuity Losses Deductible?A loss in a variable annuity is deductiblealthough theres no solid answer on the mechanics of deducting the loss.
December 06, 2011
Year-End Tax Planning: Are Variable Annuity Losses Deductible?Yes, losses inside a variable annuity are deductible, though the reporting process is tricky, and VA surrender charges are not.