Moving a trust to another state can extend its life or reduce a client's income taxes
Advisers need to watch that clients do not inadvertently inflate their income and Medicare costs
Investors who surrender or let policies lapse risk big tax bills for so-called phantom income.
Ease the bite of new tax rules with these strategies
Two of the largest variable annuity sellers sharply pulled back on additional premiums into existing contracts during a busy third quarter for the sellers.
Investors who surrender or let policies lapse risk big tax bills for so-called phantom income.
According to advisers and recent data from Limra, workers seem to be doing precisely what they would be expected to do with 20-page disclosure documents: Tossing them in the circular file.
A recent lawsuit against MassMutual over excessive 401(k) fees raises the possibility that group annuities and stable-value products could become a focus of future complaints.
Decisions clients make in the next four weeks can make a significant difference in their annual tax bill.
