The new president wants to get rid of the tax, but details are sketchy, leaving estate-tax planning in limbo. <b><i>(More: <a href="http://www.investmentnews.com/article/20170205/FREE/170209957" target="_blank">Estate-tax flux could boost grantor trusts</a>)</b></i>
Working longer and postponing benefits can increase future payments.
Scrapping or revising the law could lead to the disappearance of the Harkin Amendment, which would pave the way to indexed annuities being classified as securities rather than insurance products.
By asking these questions, investors can avoid financial advisers who don't put their interests first.
President Trump's decision to halt the DOL fiduciary rule drew mixed reactions from industry professionals.
Couples spend an average of $78,464 to get married in the most expensive wedding location &mdash; and the honeymoon isn't included.
Divorce distribution and management fees
Social Security simply doesn't provide enough income for people without defined benefit pensions and 401(k)s who can't afford to save, or to save more.
Offers guarantee on services.
As Republicans move to take the Affordable Care Act off the books, they don't intend to let taxes such as the investment-income levy survive.
While some call the annuities 'odious' due to complexity, others believe they're more straightforward than other annuity products.
A number of factors — DOL fiduciary, low interest rates and longevity — are coming together in favor of annuities if certain impediments are eliminated.
The record keeper joins three others &mdash; Fidelity, Voya and Xerox &mdash; in being sued over its relationship with the advice provider.
Adviser's approach can overcome client worries, such as that children won't have an incentive to work if they know how much they will inherit.
Advisers who don't assist with compliance are at risk of losing clients.
Insurers are speeding up their closures of L-share products as regulators crack down, but are quickly introducing new fee-based contracts.
This strategy is not going away with the rule changes authorized by the Bipartisan Budget Act of 2015.
Advisers said the prospect of lower income tax rates poses an opportunity to recommend employers add a 401(k) Roth feature, and discuss the benefits of Roth deferrals and conversions with employees.
Caution to consumers: Free doesn't always mean free.
