by SDP Team | Jan 8, 2018 | Estate Planning
With or without the estate tax, it addresses several key priorities. Every few years, predictions emerge that the estate tax will sunset. Even if it does, that will not remove the need for life insurance in estate planning. Why? The reasons are numerous. You can use...
by SDP Team | Jan 8, 2018 | Tax
Could the new fiduciary rule effectively enhance portfolio performance for retirement savers? A change is coming. The Department of Labor is introducing a new rule regarding retirement accounts – a rule that is profoundly impacting the financial services industry. The...
by SDP Team | Jan 8, 2018 | life insurance
This content is made possible by our sponsor; the views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc. Purchasing life insurance can yield a number of benefits, but most policies are...
by SDP Team | Jan 8, 2018 | IRA
Why do so many people choose it rather than a traditional IRA? The Roth IRA changed the whole retirement savings perspective. Since its introduction, it has become a fixture in many retirement planning strategies. Here is a closer look at the trade-off you make when...
by SDP Team | Jan 8, 2018 | Tax
Some of the impact of the Tax Cuts & Jobs Act will be felt later than January 1. President Donald Trump signed the Tax Cuts & Jobs Act into law on December 22, and on January 1, some key details of the Internal Revenue Code will abruptly change.1 There will be...
