Observers say it's difficult to determine if this is a harbinger of the outcome in the roughly 20 outstanding lawsuits.
Workarounds to avoid federal limits on state and local taxes in some states could be considered tax evasion.
Transactions pose inherent risks to policyholders, such as the buyer having a weak credit rating or increasing contract fees.
Becoming an outsourced chief retirement officer could help combat fee compression.
However, it likely won't bar employees from filing 401(k) lawsuits against their employers.
But one year of higher health care costs may be worth it to lower RMDs and taxes in the future.
Allan Holeman failed to disclose three IRS liens totaling $157,000.
Variable annuity sales were down again, however.
Shifting business structure, changing filing status and spinning off equipment are examples of ways business owners can take advantage of the deduction.
If a super-OSJ switches broker-dealers, overhauls its business model or ends up being acquired, that could be disruptive for the advisers that work with it.
Some workers embrace side hustles to boost their nest eggs.
Tax overhaul's doubling of the estate-tax exemption to $22 million has generated interest in the trusts
Some workers embrace side hustles to boost their nest eggs.
'Professionals pretty much everywhere will probably outperform amateurs.'
Program has amassed nearly $3 million in just a few months.
Move will affect 54,000 policyholders with older policies.
Three-adviser group in Franklin, Tenn., serves retirement plans.
Excessive fees, as well as the retention of a low-yielding money market fund, were at the heart of the lawsuit.
More than half of those surveyed have not yet created an online Social Security account
Advisers say clients are wary of selecting Wells Fargo for record-keeping and investment-management services due to reputational risk.
