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Private-equity firms are raising their profile in the indexed-annuity space, worrying observers who fear they are taking greater risks in increasing market share.
When Peter Dixon goes to the mall, he is looking for sales just like any other shopper. Unlike the rest of us, though, Mr. Dixon, who visits about five malls a month, isn't looking to shop. Instead, as the portfolio
Although the holidays are the season of giving, heading into the crucial month of December, the impasse on tax policy in Washington is clouding the picture on Americans' plans for charitable giving. From charities' perspective, the
Taxpayers probably won't have a clear idea of their 2012 tax obligations until the last minute this year — and possibly not even then.
Explore your opportunities and be informed for your next move.
Harley Gordon, CLTC