Comments Close on IRS’ Excise Tax Plan for Donor-Advised Funds
[ad_1] What You Need to Know Proposed IRS regulations aim to prevent the misuse of DAFs by enforcing excise taxes on non-charitable distributions. The...
[ad_1] What You Need to Know Proposed IRS regulations aim to prevent the misuse of DAFs by enforcing excise taxes on non-charitable distributions. The...
[ad_1] What You Need to Know Financial fraud is often perpetrated by someone the victim knows, like a romantic partner. Watch for recurring signs...
[ad_1] What You Need to Know A new analysis by the Cato Institute’s Romina Boccia points out some stark differences between the retirement safety...
[ad_1] Parmenter argues that the state does have authority to regulate rates at employer-sponsored LTCI plans, and that Tufts and Prudential breached their fiduciary duty...
[ad_1] Technology can be a powerful asset, but that isn’t what’s driving organic growth for financial advisors. So suggests Burt White, managing partner and...
[ad_1] Have you ever been asked: “Who do you take on as clients?” Years ago, the jokey was “anyone with a pulse.” This does...
[ad_1] Trying to figure out the best long term care insurance companies for your unique needs can be difficult. Especially with an array of...
[ad_1] The amounts reported on Form 1099-K include only payments received for goods or services. The form does not include adjustments for fees, discounts,...
[ad_1] The main factors influencing a bond’s duration are time to maturity and its coupon rate. In general, the longer the time to maturity,...
[ad_1] InsurtechInsurtech is the use of technology and modern innovations to get the most out of the current insurance model. The industry is based...
[ad_1] Wall Street got a reality check on Tuesday, with hotter-than-estimated inflation data triggering a slide in both stocks and bonds. Equities moved away...
[ad_1] Can I take a loan from my whole life insurance policy? Yes. Because a whole life insurance policy is a type of permanent...
[ad_1] What You Need to Know Typical marketing strategies miss many young prospects. They may not reach experienced traditional major life events. They could...
[ad_1] Should a single person buy life insurance? When people are married with kids, its pretty clear how their death benefit will be used....
[ad_1] For high after-tax wealth, build portfolios with downside risk management. That’s what Frank Pape, director of strategies at Frontier Asset Management, tells ThinkAdvisor...
[ad_1] I Plan on Living Forever Good luck! if you actually live forever, you were 100 percent correct and life insurance, or at the...
[ad_1] With earnings season around two-thirds done, companies are solidly beating expectations. Some 80% of S&P 500 companies reporting results this earnings cycle have...
[ad_1] Understanding the Different Types of Life Insurance There are two main categories of life insurance: term and permanent. The former is life insurance...
[ad_1] This is the second in a series of biweekly articles featuring Social Security claiming case studies drawn from the ALM publication “2024 Social Security &...
[ad_1] Who Should Purchase Life Insurance? Life insurance should be considered an essential purchase for any adult who has family or loved ones who...