Medicare Posts $12B Loss for 2023
What You Need to Know Medicare trustees moved the inpatient hospital benefits fund depletion date back to 2036, from 2031....
life insurance
IRS Adds Generation-Skipping Transfer Deadline Relief After 16 Years
The 2001 procedure requires a taxpayer to show the IRS that the “taxpayer acted reasonably and in good faith and...
NFL Set to Let Teams Sell 30% Stakes to Private Equity
Groups of private equity investors may soon be allowed to buy as much as 30% of National Football League franchises....
When Clients Have High IRA Balances
What You Need to Know Balances could be at all-time highs this year. That creates opportunities. It also creates downturn...
7 Surprising Facts About Giving From Donor-Advised Funds
Start Slideshow Vanguard Charitable in April published a new edition of its ongoing Why Giving Matters research series. The report...
9 Phrases That Open Doors With Prospects
Start Slideshow Advisors are usually friendly, gregarious people, making an effort to put themselves in social situations. Opportunity might knock,...
8 Positive Findings Hiding in the Social Security Trustees Report
Start Slideshow The Social Security trustees released their annual report Monday, warning that the main trust fund used to support...
What is Medicare? – A Complete Guide for 2024
Medicare Supplement Insurance, or Medigap, is extra coverage for Original Medicare. It helps with costs not covered by Parts A...
What the New FDIC Limits on Trusts Mean for Advisors
A new deposit insurance rule effective April 1 has capped what the Federal Deposit Insurance Corp. will insure in a trust...
Luminaries' 2024 Nominations Portal Is Now Open
What You Need to Know The recognition program will accept nominations through July 17, with no cost to participate. Four...
