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Once the cost of coverage is accounted for, the implied rate of return for investing through a return of premium term policy can be quite attractive, Derek Tharp writes.
May 27 -
Permanent life insurance has a bad reputation. Here’s what financial advisors think about its potential for retirement planning if taxes rise under Biden.
April 9 -
Companies that connect advisors and carriers are seeing a surge in use.
June 17 -
Both pieces of legislation have caused sweeping changes to retirement planning and wealth management.
May 20The TOLI Center East -
The rule change is designed to have an impact in the fight against COVID-19 and applies only to donations made to charitable organizations, an expert says.
May 5 -
Advisors can protect clients’ estate planning goals post-Secure Act but the vehicle will have to change.
February 6 -
The Secure Act was designed to expand retirement savers’ options but it has subsequently all-but-eliminated the stretch IRA for beneficiaries. It's on advisors to make clients aware of the major change.
January 7 -
In one case, a 6-year-old owed $7,000 in federal taxes two years after his father, a U.S. Navy senior chief petty officer, died of a heart attack.
May 14 -
There are a lot of options — and potential missteps.
March 19 -
The law now creates a different method of caring for relatives while preserving the family’s financial plan, a John Hancock associate counsel writes.
January 15