life insurance

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  Cafeteria Plans

  By Tax Facts Online  |  March 4, 2013

  The income tax treatment of cafeteria plans is key to their popularity. Learn how to maximize the tax benefits of these “flexible benefit plans”.

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  IRAs: In General

  By Tax Facts Online  |  March 4, 2013

  Individual Retirement Accounts are highly popular tools for contributing funds that grow on a tax deferred basis. Depending on the type of IRA, the accumulation can be tax free.

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  Precious Metal Taxation

  By Tax Facts Online  |  March 4, 2013

  Precious metals can be used to better diversify a portfolio but can be volatile. The tax implications of investing in these types of assets vary depending upon the situation.

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  9 Ways to Close the Deal

  By David Port  |  March 1, 2013

  Call it fulfilling your fiduciary responsibility or call it selling an idea — your success as an advisor depends on your ability to convince people to act on your advice. Check out these nine battle-tested tactics.

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  The Life Insurance College Savings Bank

  By Robert Bloink, Esq., LL.M., William H. Byrnes, Esq.  |  February 27, 2013

  Your clients may not be aware of the possibility of using life insurance as a college savings tool.

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  Wanted: Smart Strategies for Wealthy’s Steeper Tax Landscape

  By Jane Wollman Rusoff  |  February 22, 2013

  Not since Jimmy Carter’s presidency have the very well-off been subject to such high tax liability. The increases are permanent.

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  Get Ready for Gender-Based Pricing on LTC Insurance

  By Melanie Waddell, AdvisorOne  |  February 20, 2013

  A new twist is coming to LTC insurance: gender-based pricing, and women can expect to pay 20% to 40% more for coverage than men, says Michael Kitces.

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  Many Affluent Investors Unaware of How Tax Changes Could Hurt Them

  By Michael S. Fischer  |  February 20, 2013

  Affluent investors’ understanding of tax-advantaged investments, like annuities, life insurance and 401(k)'s, varies among demographic groups—with big differences between men and women—according to a Nationwide poll.

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  Young Investors Need More Financial Education

  By Danielle Andrus, AdvisorOne  |  February 15, 2013

  Even among younger investors who work with financial advisors, knowledge about financial products and investments is low, a study by LIMRA found.

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  New Hire Roundup: Gail Cohen to Chair New York Bankers Association

  By Marlene Y. Satter, AdvisorOne  |  February 13, 2013

  This week in new hires, Porter Schutt and Bill Dugdale joined Brown Advisory, and Brian Major went to AlixPartners.