'If Trump wins the general [election], then it’s likely that the House and Senate go Republican as well, and the 2017 tax cuts get extended,' an advisor says.
As Social Security inches closer to insolvency, the tax breaks provided to 401(k)s, defined-benefit plans and IRAs could be revamped to fix the system, according to a recent paper.
Led by demand for fixed products, total annuity sales were up 23% last year, according to Limra.
Rushing to file early can lead to having to amend tax forms later on, advisors say.
If the Chevron deference is overturned, 'the SEC will no longer be able to create new rules that are designed to apply to new things going on in the marketplace,' an attorney says.
A separate long-shot bill to eliminate the estate tax could help set the stage for tax reform in 2025, when individual rate cuts expire.
With the program’s trust funds scheduled to be depleted by 2034, the threat is real, but so is the impasse in the nation’s capital.
Although there will almost certainly be a legal challenge, don’t count on it going away, lawyers say. Here are some big issues to watch for.
Engrave Wealth Partners, based in The Woodlands, has 10 team members.
Firm announces new comprehensive addition to its wealth management platform.
The regulator issued a set of answers to frequently asked questions addressing contributions, limits and investment types.
Flourish aims to facilitate RIAs’ access to annuities.
Here are some of the key characteristics that may make some clients better candidates for such a solution than others.
Congressional negotiators are locked in talks over renewing expired business tax breaks and boosting the child tax credit.
Here are tactics to use this year given the opportunities for record stock values at the end of 2023.
The song, 'Paper Right,' is part of the company's Retire Inequality campaign.
There were far fewer cases filed, but employers and their insurers agreed to big payouts for previously filed litigation.
'We ought to require the best interests of the investor to be protected and we’ve got some loopholes to fill,' says top Democrat on the panel.
Financial professionals tend to emphasize the strong quantitative benefits annuities provide, yet it’s the emotional and behavioral benefits that often make them the ideal choice for consumers.
Advisor explains how to guard against pitfalls and family tensions when clients pass on their family home.
