How the Proposed $3.4 Million IRA Cap Really Works

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Is Variable Annuity Tax Deferral Worth Paying for Again?

When tax rates were lower, variable annuities made sense only from a risk management perspective. Now, as tax and growth rates start to rise, low-cost variable annuities could make a good asset location vehicle for higher-returning investments.

Key Financial Data for 2013

The American Taxpayer Relief Act of 2012 has passed. The 2013 inflation adjustments are in. Here is what you need to know about the various tax brackets, thresholds, limitations, and exemptions for 2013.

Explaining the 'Tax Control Triangle' to Clients

As taxes rise, investors will pay closer attention to how taxes are affecting their portfolios—especially as they near retirement. The "Tax Control Triangle" is a framework for discussing the idea of asset location so almost anyone can understand.

9 Key Tax Rules for 2013

The new tax law brings both good and bad news to almost every investor. Here are nine significant provisions that could matter to you and your clients.