Borders on malpractice an outrageous assertion
I found your statement, in the Aug. 20 issue, that “some advisers suggest that disregarding home equity [in…
Is time right for specialized bond products?
Financial planners, investment advisers and others who provide advice to wealthy individuals say they will continue to use…
Optional charter seen saving agents money
Life insurance agents could save up to $377 million annually in licensing fees if Congress were to adopt…
Bush offers subprime help
President Bush pledged to help people with subprime mortgages keep their homes, while rejecting a federal bailout of…
Tax break sought for annuities
Companion bills sitting in committee would provide tax incentives for investing in individual annuities.
Bulls eye on tax-shelter promoters
People who promote offshore tax havens and abusive tax shelters would face tougher sanctions under companion bills on Capitol Hill.
No movement on executive-comp bill
The House-passed bill that would let shareholders weigh in on executive compensation packages continues to sit in the Senate Banking Committee.
Auto IRA enrollment floated
Two bills that call for many small businesses to automatically enroll their employees in individual retirement accounts are sitting in committee.
IRA charity-rollover bill picks up support
An effort to make permanent a temporary tax-code provision affecting individual retirement accounts continues to gain support.
Capital-gains rules eyed
Companion bills renew a past congressional attempt to make it harder for taxpayers to avoid paying capital gains taxes on certain investments.