Updated August 7, 2024, at 3:37 PM
With several legislative changes to the current tax laws, most everyone agrees there are some significant changes on the horizon. The Made in America Tax Plan, the For the 99.5% Act, and the tax changes proposed during the election by the Biden Administration make for an environment of uncertainty, especially for high-net-worth individuals.
Updated on September 21, 2023, at 12:21 PM At the beginning of 2021, I went on a trip to Sedona, Arizona. Like everyone else, 2020 was a challenging year for me. In …
Updated December 12, 2022, at 12:01 PM Before we get into the next-generation fixed index-linked annuity (FILA) product, let’s cover a brief overview of the index- and securities-linked annuities that preceded the …