Earnings above a certain threshold, charitable donations or business deductions may all be red flags that a client is a prime candidate for a tax audit. Here's a rundown of what advisers need to know to keep their clients away from the tax man.
Fine print on older contracts leaves elderly clients in position of losing death benefits.
A new policy simulation tool lets users design their own package of reforms to fully fund Social Security. If individual users can make these tough decisions, why can't elected officials?
Signator moving from career agency to IBD model
President says "I completely get how upsetting this can be" for many Americans, gives those who've received cancellation notices from their insurers a one-year reprieve before they have to get new policies.
A new annuity product intended to buffer clients' account values against downside losses is starting to gain interest. Will it catch on across the industry? <b><i>Plus: <a href="http://www.investmentnews.com/section/specialreport/20140223/ANNUITIES">Our full Annuities Special Report</b></i></a>
Regulatory attention means advisers may want to rethink which companies they work with.
Higher taxes may drive interest in variable and indexed annuities; potential of rising rates could inspire new products.
Gap between what they have and what they need closing in on $450,000.
Can both spouses file and suspend their benefits?
President Obama's voluntary '"myRA" proposal, with no option to invest in stocks, could be doomed to failure, advisers say. The plan "isn't going to go anywhere," according to one skeptic. <i>(Don't miss these <a href="http://www.investmentnews.com/gallery/20140123/FREE/123009998/PH" target="_blank">tips for a worry-free IRA rollover</a>.)</i>
Advisers must know whether clients who have worked for federal, state or city governments may be affected by pension rules that can reduce or even eliminate certain Social Security benefits.
