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ewilliams

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Topic
  • September 17, 2007

‘Borders on malpractice’ an outrageous assertion

I found your statement, in the Aug. 20 issue, that “some advisers suggest that disregarding home equity [in…

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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…

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  • September 10, 2007

Optional charter seen saving agents money

Life insurance agents could save up to $377 million annually in licensing fees if Congress were to adopt…

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  • September 4, 2007

Bush offers subprime help

President Bush pledged to help people with subprime mortgages keep their homes, while rejecting a federal bailout of…

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  • September 4, 2007

Tax break sought for annuities

Companion bills sitting in committee would provide tax incentives for investing in individual annuities.

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  • September 4, 2007

Bull’s 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.

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  • September 4, 2007

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.

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  • September 4, 2007

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.

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  • September 4, 2007

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.

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  • September 4, 2007

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.