More States Adopt Reg BI-Compatible Annuity Sales Standards
Georgia, Illinois and Tennessee have adopted an annuity sales standard update developed by the National Association of Insurance Commissioners. The...
life insurance
Surrendering Your Life Insurance Policy
Quick Facts Life insurance policyholders can voluntarily surrender their policies at any time When you surrender a whole life insurance...
Spending Down 401(k), IRA Principal 'Shouldn't Be Shameful': Strategist
What You Need to Know Following the 4% rule leads many retirees to underspend, Sharon Carson of J.P. Morgan Asset...
Roth vs. Traditional IRAs: The Tax Trade-Off Isn't Always What You Think
“That is, the account type can be chosen to obtain a higher expected ATA but not lower ATA uncertainty,” Hulse...
7 Long-Term Care Program Ideas for Taxphobic Times
Start Slideshow Long-term care experts are skeptical about the idea that workers will be willing to pay a new payroll...
Biden Proposes Tax Hike on Income Over $400K to Fund Medicare
Democrats are hoping Biden’s budget, which would reduce the deficit by $2 trillion over the next 10 years, will provide...
5 Advisors Warn: Don't Dabble in 401(k) Plans!
Start Slideshow Amir Noor, director of financial planning at United Financial Planning Group, has what he says can be called...
How to teach your children financial responsibility
As parents, it’s our job to protect, provide for, and educate our children. How do we do that when money...
Siegel: Strong Economic Data 'Really Changed the Picture'
What You Need to Know A strong U.S. economy suggests Wall Street consensus earnings estimates for 2023 may be conservative,...
8 Reasons to Review Clients' Tax Returns Every Year
Start Slideshow When you sign on a new client, it’s a good idea to ask them for copies of their tax...
