End-of-life planning seen raising awareness of issue; living will crucial
In yet another example of “innumeracy” when it comes to retirement adequacy, the Bipartisan Policy Center — which insists that affluent people will retire rich and don't deserve tax breaks — has proposed tackling the deficit by halving the amount that employers and employees can contribute to 401(k) accounts
Some financial advisers worry that the tax agreement between congressional Republicans and the White House will discourage some clients from seeking advice on estate planning.
An enormous number of women aren't getting the help they need to navigate major life changes
After adviser notes differences between adviser and client reports, Morningstar Inc. may review the way it displays returns on variable annuity subaccounts.
Limits sales of VA product to company's reps; Big Three getting bigger
Though the top three sellers of variable annuities extended their grip on the U.S. market through the first nine months of 2010, smaller-share players have become more aggressive in order to compete.
No strategic fit between insurer's two main units, Golub insists; sees carrier eventually being broken apart
Democrats take dead aim at $5M exemption, low rate; .14% of estates would owe taxes under Obama's proposal
Influential lawmaker seeks to raise rate on gift tax; 'may disperse some people'
Roughly 76% of individuals under 61 who purchased long-term-care insurance during the first half of 2010 will pay less than $2,500 a year, according to a study released today by the American Association for Long-Term Care Insurance.
As of late, most financial advice regarding retirement options has been geared toward company employees
Stocks rose, copper and gold climbed to all-time highs and Treasuries fell after President Barack Obama agreed to extend tax cuts, offsetting concern that Europe's debt crisis will spread further.
An extension of the Build America Bond program was omitted from a compromise that President Barack Obama struck with congressional leaders to prolong tax cuts enacted in 2001 and 2003, White House officials said.
President Barack Obama and congressional Republicans kick-started negotiations today at the White House over a possible extension of Bush-era tax cuts that are set to expire Dec. 31.
Who are the largest RIAs in the country? What firms are growing faster than all of the others? Find out in the latest quartely version of this <i>InvestmentNews</i> special report
A broad coalition of accounting, financial planning and consumer groups are hoping that the new Congress will take up a long-sought-after ban on the practice of patenting tax strategies
Morningstar Inc. may consider reviewing the way it displays information to financial advisers and their clients about returns on variable annuity subaccounts.
Although it is widely underused, donating appreciated securities is perhaps the most straightforward and tax-smart way to give
