Features

Life Planning Strategies

The politics of repealing the estate tax

Forceful, bully-pulpit statements might be enough, under the right circumstances, to repeal the estate tax again come 2017.

Life Planning Strategies

Annuities, insurance, investments: A triple crown retirement income strategy

New research provides an in-depth study of the projected financial results of combination strategies involving annuities, life insurance and traditional...

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Leaving a legacy: How to leverage tax savings to make the most of your IRA

Learn how your clients can leave an IRA for a loved one, without leaving a tax burden.

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Nichole Morford

Nichole Morford
Managing Editor

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