If your client is an employer, she may want to use a deferred compensation plan in a few different situations.
In his latest research, economist Roger Ibbotson argues that fixed indexed annuities have the potential to outperform bonds in the near future and smooth the return pattern of a portfolio.
A healthy combination of skepticism and analysis is needed.
There’s an increased chance that these policies will die of neglect.
Three rules to remember for layering in a basic level of protections for your clients.
Balance risks and rewards.
Perhaps the standard term insurance plan and ILIT should give way to a more robust vehicle.
After tax reform, the only certainty is ambiguity.
