Industry / Practice Management
Annuity Myths and Realities
You may have noticed that certain financial pundits are determined to give annuities a bad rap....
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Life Insurance to Gen Xers’ Rescue
Overall, most parents in or near retirement want their children to have it better than they did,...
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New tax law creates confusion about entertainment deductions
The tax rules related to meals and entertainment have changed, and left some uncertainty in the...
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The Backdoor Roth IRA: Investing Rules of the Backroads
The backdoor Roth IRA has long functioned as a workaround for higher income clients who wish to...
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Annuities Poised for a 2018 Comeback
Annuities have been disregarded, derided and dragged through the mud for many years now. But a...
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