Earnings reports for life insurers reveal a possible threat to future profitability: old books of universal life business.
It remains to be seen whether lawmakers will extend tax cuts set to expire at the end of the year
If you want to believe that the lame-duck Congress will come to the rescue after Election Day and renew the Bush-era tax cuts, return the estate tax to its more palatable 2009 levels and increase the exemptions from the alternative-minimum tax, go ahead.
When it comes to tax planning, the general consensus among financial advisers and accountants can be summed up in that old motto: Don't put off until tomorrow what you can do today
Accountant helps Charlie Moneymaker, other card sharps with taxes, finances; 'don't get stupid'
If you want to believe that the lame-duck Congress will come to the rescue after Election Day and renew the Bush-era tax cuts, return the estate tax to its more palatable 2009 levels and increase the exemptions from the alternative-minimum tax, go ahead
Clients know that it is necessary to buy homeowners insurance and car insurance, but too many leave it at that
Escalating medical costs and increased expenses associated with the health care reform law are driving double-digit increases in health insurance premiums at many financial advisory firms
Report recommends shifting investment risk onto employees; 'imperative'
Lack of cost-of-living adjustment for Social Security hits retirees where it hurts, advisers say
Financial advisers are taking advantage of several Social Security strategies that can boost baby boomers' annual income dramatically.
Americans must confront a multitrillion-dollar shortfall in savings if they plan to maintain their standard of living during retirement, according to a study released last week.
Congress returned to work this week with a flurry of statements and posturing by political leaders regarding the soon-to-expire Bush administration tax cuts. The maneuvering likely sets the stage for a pre-election battle, rather than a compromise.
Stephen Diggle, co-founder of hedge- fund firm Artradis Fund Management Pte, has set up a company to pool his personal wealth with that of family offices in Asia and invest in assets worldwide.
Transamerica/Aegon has announced it will cease sales of fixed annuities through insurance brokers, starting Jan. 1.
Tangle stems from estate planner's alleged scheme to profit from deaths of annuitants
Wilmington Trust Corp., the Delaware bank founded by the du Pont family and undermined by souring loans, agreed to sell itself to M&T Bank Corp. for $351 million in stock, or about half its market value last week.
More than six out of ten polled employees say they're having to put off exiting the labor force
Investment advisers will be able to visit one website for the annuity-sales training required under a new suitability standard issued by regulators.
Retirement industry leaders today pressed officials from the Labor and Treasury departments to ensure that any future “safe-harbor” rules for annuities in 401(k) plans also include other lifetime-income options.
