Insurance giant AIG tweaks existing deferred-income product to meet Treasury's guidelines. But will it satisfy the market? <i>(Don't miss: <a href="http://www.investmentnews.com/gallery/20141121/FREE/112109999/PH" target="_blank">Top sellers of individual annuities</a>)</i>
With Congress adjourned, rejected bills, such as one facilitating insurance agents' ability to practice in multiple states that was blocked by Sen. Tom Coburn, will need to be reintroduced next year.
December to January offers a great window of time to optimize your financial decisions for low taxes.
For advisers who want to expand their firms by reaching out to the next generation of investors – those in their 20s, 30s or 40s – long-term and cross-generational financial vehicles such as fee-only life insurance and no-load annuities offered to clients of RIAs through Ameritas Advisor Services should be considered as a central part of the effort.
Advisers willing to wait to get into the carrier's VAs and if history is any guide, first quarter sales will jump.
Senate OKs legislation to make it easier for insurance agents to become licensed to sell insurance in multiple states.
Proposal would hike investment taxes — and impose a transaction fee — but cut taxes for households under $200,000 income.
The case study of a family with complicated needs in the wake of a big sale
A group of big companies release an economic study aimed at preserving tax incentives, which may be on the table during budget negotiations on Capitol Hill.
Take steps to accelerate retirement plan contributions before the enactment of new limits, taxes and rules.
Paul Krugman is skeptical of the consensus for a rate hike. <i>Plus:</i> The risky downside of oil's slide, passive investing all the rage, Congress actually does something, Americans turn bullish.
Each spouse gets one, but couples can exercise a combo strategy.
Don't be surprised if clients seek your advice on complex health care decisions as they approach retirement.
But retirees will still need to prepare for rising health care costs in the long run, expert warns.
Pooled pension plans permitted to slash benefits, setting a disturbing precedent
A quirk that splits Joan Rivers' state of residency and state of domicile catches estate planning experts' eyes.
More than 75% are clueless when it comes to drawing down income in their golden years.
Additional payroll taxes would bolster trust funds initially
A recent Tax Court case shows which of your checks don't count as compensation.
