Insurance

Congress may have a difficult time closing tax code loopholes that benefit households more than corporations, an expert suggests.

Planning may help high-income seniors avoid paying up to four times the going rate for Part B and Part D coverage.

The right strategy can save clients thousands of dollars, although the options are complicated.

Help could be on the way for retirement-age clients asking prickly questions about coverage options.

High-earning seniors are advised to carefully plan when they file for Social Security benefits.

Beneficiaries owe no federal tax on collected payouts after the policyholder dies.

The bank derives 15% of its revenues from insurance but it has set a long-term target of getting that to 20%.

Health savings accounts are not only for funding immediate medical needs. They offer three distinct tax benefits that make them a powerful form of retirement savings.

The firm says the new platform will make it faster and easier for advisers to find and purchase insurance coverage for their clients.

Many people plan to have an active lifestyle in retirement, but are not engaging in activities to stay fit.