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Mark Rosanes

Mark Rosanes is a journalist and SEO writer for Key Media. He specializes in writing informative guides that help clients make informed financial decisions. He also writes news and feature articles for several of the company's publications, including its insurance, mortgage, wealth management, and human resources titles. Prior to joining Key Media, Mark worked as managing editor for one of the world’s largest trade media platforms, handling industry-specific online and print magazines. He started his professional career as a segment producer for TV covering major sports events.

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Displaying 7 results

Topic

How advisers can advocate for gender lens investing

Gender lens investing is poised to give advisers an edge as ESG assets soar, but there are certain steps they need to take. Read on to find out more

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What the SECURE Act means for annuities

The SECURE Act has several provisions with a favorable impact on annuities. Find out what this legislation means for annuity providers and retirees

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Factors to consider before taking a pension buyout

Deciding whether a pension buyout suits your client entails careful assessment of several factors. We’ll walk you through each in this guide

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How to get the pass-through deduction by reducing taxable income

Business owners are only eligible for a pass-through deduction if their income is below a certain threshold. However, there are ways to qualify by reducing their taxable income

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The most tax-efficient way to own gold

Taxes on gold can be complicated and costly, but there are tax-efficient ways to participate in the gold market. Find out how in this article

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Which portfolio fees are tax deductible?

The TCJA enacted major changes on what expenses investors can claim on their tax returns. Find out which portfolio management fees are tax-deductible

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When are management fees deductible?

The TCJA eliminated the tax deductibility of most portfolio fees. So, when are investment management fees tax deductible? Read on and find out

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