A bipartisan, bicameral 12-member panel, the supercommittee may be the best chance for any kind of substantial tax changes before next year's election
Politics, the weak economy and low interest rates have combined to create one of the best environments for estate planning in a generation, according to experts
State regulators have signaled a push for recalculating reserve requirements on a certain type of universal-life insurance, a change that could lead to higher costs for policyholders, as well as fewer insurers' selling the product
Legislation introduced last week that would impose a federal tax on financial transactions may be doomed as a stand-alone bill, but proponents say that it should be included in any broad deficit-reduction proposal
Earn over $200,000? If so, President Obama's proposed cut to the municipal bond tax exemption could hit your wallet hard.
White House seeks to limit interest income that can be sheltered; states, cities already lining up against proposal
The Treasury Department's Federal Insurance Office last week said that it is looking for public comments focusing specifically on systemic risk as part of a report on modernizing insurance regulations
In what seems to be an about-face, wirehouses are embracing fixed indexed annuities, which offer investors a guaranteed-minimum return and the opportunity to partake in stock market gains
United Capital Financial Advisers will acquire the assets of Peak Capital Investment Services – an advisory firm with $600 million in assets under management – executives revealed at the Schwab Impact Conference here in San Francisco today.
As Congress mulls new ways to increase revenue, the mortgage interest deduction on second homes is seen as a likely target for elimination
Evercore Wealth Management's Charles Ryan talks about his firm's recent growth an expansion -- and what lies ahead for the rest of 2011 and 2012. For more INTV with top RIAs, <a href=www.investmentnews.com/section/multimedia?playerType=INTV>click here.</a>
A group of state insurance regulators voted yesterday to adopt amendments to an annuity disclosure model that would give customers a detailed breakdown of product features.
Set-up is purportedly simpler, fairer and will lower everyone's taxes; it fails on all three counts
'Portability' of unused exclusions only guaranteed if surviving spouse files estate tax return swiftly
Broker-dealers now have a low-cost way to clear their slate with the IRS if they have been misclassifying employees as independent contractors
Insurance juggernaut MetLife Inc. will rein in its variable annuities, as second-quarter sales surged beyond analysts' expectations.
Along with jobs, raising taxes on the rich is one of things the Wall Street protesters feel strongly about, as Andrew Cuomo, the Democratic governor of New York, is learning all too well.
Despite easing of refinancing standards, home loans still tough to come by
Cleveland financial adviser Rich Lowrie's first hint that Herman Cain's campaign might catch the public's attention came last May when Mr. Lowrie was still interviewing for the role of the Republican presidential contender's economic adviser
Slammed by the 2008 recession, a greater number of older Americans claimed Social Security benefits at a younger age, and a shockingly large percentage exhausted their personal savings, a government report has found
