Tax Loss Harvesting
Top strategies and rules that advisors can consider when using tax loss harvesting to reduce tax liabilities of client portfolios.
Top Story: How to help clients rescue their deferred variable annuity
By David Smucker, Shawn BrittMany 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."
May 01, 2009
After the FraudBy now most of the globe knows something about Bernard L. Madoff, who made off with billions of dollars investor's funds. In spite of Madoff's...
March 31, 2009
Conseco Obtains FinancingA Midwestern insurer has posted a large loss for the fourth quarter of 2008 but obtained relief from its lenders.
March 23, 2009
Milliman: Crisis Erases Pension GainsThe ongoing financial crisis drove the 100 largest corporate pension plans to experience a record $300 billion loss of funded status in 2008.
March 17, 2009
American Equity Identifies ImpairmentsAmerican Equity Investment Life Holding Company, an annuity underwriter, says it has recorded more "other than temporary impairments" for the fourth quarter of 2008.
February 17, 2009
The H.R. 1 NOL ProvisionHere is what the authors of the statement that explains the H.R. 1 conference report say about how the final version of the bill handles net operating losses:
February 16, 2009
The H.R. 1 NOL ProvisionHere is what the authors of the statement that explains the H.R. 1 conference report say about how the final version of the bill handles net operating losses:
January 21, 2009
Conseco Board Acts To Protect Tax AssetsConseco Inc. says its directors have adopted a measure that would keep large, hostile shareholders from reducing the value of the company's "net operating loss carryforwards."