Magic Johnson's Firm Powers New Long-Term Care Effort
The current version is available only to individual purchasers, not to couples or other joint owners. It offers an index menu...
life insurance
Denied spousal life insurance coverage through husband’s employer due to “medical history” of alcohol abuse because of isolated incident
I am a health 28 year old married woman with a healthy relationship to alcohol (maybe 1-2 drinks per week,...
Top 10 Robo-Advisor Performers vs. Benchmarks YTD
Start Slideshow The average robo-advisor underperformed its benchmark by 0.13% in the first three quarters of 2022, while several outperformed...
Supreme Court of Canada rules on correct interpretation of provisions in Quebec’ Taxation Act
Des Groseillers and BMTC were granted leave to appeal to the Supreme Court of Canada. Under s. 422, the disposition...
Meet the 2022 LUMINARIES Winners
Start Slideshow We’re thrilled to present the second group of LUMINARIES winners. The Class of 2022 standouts are being honored...
Ed Slott: Inflation Has Created an Unprecedented 4-Year Roth Conversion Opportunity
Due to high inflation, a large expansion of the tax brackets will occur in 2023, so advisors need to counsel their...
U.S. Annuity Sales Could Reach All-Time High: Cerulli
Annuity sales have been on a tear this year, largely because of the Federal Reserve interest rate hikes, which have...
Life Insurers Should Get Used to an Inflationary World: Fitch Economist
Brian Coulton has looked at the economic weather for Fitch Ratings insurance analysts, and he sees interest rates staying high...
Debate: Can Sen. Manchin Save Broken Social Security, Medicare Systems?
Byrnes: Democrats who rail against recent GOP proposals to raise the age of entitlement because it’s the equivalent of a...
What the IRS's 2023 Change to RMDs for Inherited IRAs Means for Clients
What You Need to Know Penalty relief for taxpayers who failed to take RMDs in 2021 or 2022 ends in...
