Archive for October, 2006
Tuesday, October 31st, 2006
The indexing of many features of the tax code will bring some relief to taxpayers next year, according to CCH, a Wolters Kluwer business, which recently released estimated income ranges for each 2007 tax bracket.
Unlike many changes to the tax laws that are effective for only limited periods of time, ...
Posted in Tax Planning | No Comments »
Tuesday, October 31st, 2006
A lot is being written about how much money Americans can withdraw from their investments to fund their retirement years. Now, a new research institute launched by Fidelity Investments has outlined the order in which money should be withdrawn from various tax-deferred and taxable investment ...
Posted in Retirement Planning | No Comments »
Tuesday, October 31st, 2006
Sales of existing life insurance policies to third parties—often referred to as "life settlements"—have grown exponentially in recent years, and that trend appears likely to continue, according the NASD.
The NASD recently issued a notice to brokerage firms and associated persons that life settlements involving variable insurance policies are securities transactions, ...
Posted in Life Insurance | No Comments »
