Medicare enrollees should review their drug coverage and Advantage plans for 2019.
Suit alleged the insurer improperly increased monthly costs to avoid guaranteed monthly interest payments.
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Money flowing into donor-advised funds far outstrips grants being made from the funds.
But medical expenses will consume a growing portion of retirement budgets.
Type of trust known as a GRAT reportedly helped the Trumps save hundreds of millions of dollars in gift and estate taxes.
Companies can still deduct 50% of meals while entertaining clients and customers.
Options include boosting benefits for widows and the poor at the expense of high earners.
Some say the methods used to avoid taxes were egregious, others maintain they are common practice.
The retirement landscape could be transformed, so advisers should pay close attention.
Financial advisers say the move will leave their clients vulnerable and sets a bad industry precedent.
Washington University in St. Louis joins other colleges that have prevailed in court.
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Kudos to the NAIC for making LTC policies safer.
Encourage clients to review their drug coverage and Advantage plans for 2019.
The insurer, which recently doubled down on a strategy to encourage healthy living among life-insurance clients, is now doing the same on the LTC side.
New tools calculate costs, potential savings and solutions.
Supporters hope Senate will move similar legislation to increase chances in lame-duck session
Asset managers have been providing advisers with sales and marketing support, but plan sponsors may view that as a conflict.
New Jersey is the first state to take action on a fiduciary rule after the DOL rule's death, but experts think other states will likely jump on board.
