Taxes
Tax Treatment of Retirement Plans, Pensions and Annuities(2026)
Employer-sponsored retirement plans, generally referred to in the aggregate as qualified employee plans, constitute…
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Taxes
Tax Treatment of Sickness & Injury Plans (2026)
Health insurance is so central to the health and well-being of people that it may be hard for many Americans to…
Taxes
The §199A Pass-Through Deduction (2026)
The Tax Cuts and Jobs Act of 2017 (TCJA) affects the tax planning and income tax liability for many taxpayers.…
Taxes
The One Big Beautiful Bill Act (2026)
Sweeping new legislation passed on July 4, 2025, titled “An Act to provide for reconciliation pursuant to title…
Financial Planning / Insurance
Universal Life Insurance (2026)
Disability Insurance Products and Principles discusses the principal disability products: disability income, income…
Financial Planning / Insurance
Variable Universal Life Insurance (2026)
Variable universal life insurance—usually referred to simply as VUL—combines features of two relatively new and…
Financial Planning / Insurance
Viatical and Life Settlements: The Secondary Market for Life Insurance Policies (2026)
Life insurance has been the mainstay of many families and businesses in the United States for almost two centuries,…
Taxes
Virtual Currency Transactions and Form 1040 (2026)
There is little doubt in the minds of many observers that the world of work—an environment in which a legion of…
IAR-Investment Adviser Representative
IAR - Annuities (2026)
Annuities examines the annuity concept and explains what an annuity is and how it works. The mechanics of the…