Advisers say to accelerate deductions, if the client's county allows prepayment and the client can afford it.
State would require products best suited for clients to be sold over those most profitable to sellers.
The bill slashes the corporate tax rate to 21% from 35% and cuts individual tax rates across the board.
If she suspends her retirement benefits, she can't collect survivor benefits.
A re-enrollment is a large undertaking, but advisers can easily determine if one is warranted.
Advisers need to understand how tax strategies affect the portfolio, and how assumptions differ from reality.
You still have time to set up accounts before year-end, but some contribution deadlines have passed.
Clients who buy long-term-care insurance in their mid-40s to mid-60s can get favorable rates.
Clients still have time to set up accounts before year-end, but some contribution deadlines have passed.
Voya latest firm to unload variable annuity contracts to PE firms.
Getting even a rough sense of how governments influence share prices is a task fraught with peril.
House Republicans passed the most extensive rewrite of the U.S. tax code in more than 30 years.
The savings from the landmark tax bill depend on where people live, how they earn a living and their family size.
Here's a rundown of what retirement plan advisers can expect to see next year.
Up to 30,000 people may not have received payments from insurer.
The sweeping overhaul delivers a deep, lasting cut for corporations and temporary benefits for most individuals.
After a lifetime of saving, spending money doesn't come easy to some.
Legislation would eliminate itemized deduction for investment advice fees, give income tax breaks depending how a business is structured, and allow for continued stock-sale flexibility.
The latest version of the Tax Cuts and Jobs Act has many changes from current law that would affect advisers and clients.
5 things to do in 2017, assuming tax-reform legislation becomes law
