My Practice >>

Vanessa De La Rosa
13 insurance industry heroes you need to know
Article posted by Vanessa De La Rosa
There are many heroes in this line of work, most of them unsung. They run the gamut from executives directing 70 million hours of charitable work in a single year to visionaries working to transform the way we think about and plan for death to educators inspiring the next generation of workers. These are the true success stories, the ones that leave behind a legacy.

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Annuities >>

Mike Pinkans
Selling deferred income annuities inside IRAs and defined contribution plans
Article posted by Michael Pinkans, CFA
The Treasury Department and the Internal Revenue Service (IRS) just provided IRA owners and defined contribution (DC) participants — those having 401(k)s, 403(b)s and 457 plans — the ability to purchase longevity annuities (also known as deferred income annuities or DIAs) within these plans.

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Retirement >>

Paul Wilson
The big five: The 2014 Retirement Advisor magazine's Advisor of the Year finalists
Article posted by Paul Wilson
After months of poring over nominations, Retirement Advisor rolls out the annual Advisor of the Year finalists.

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Health >>

Bill Coffin
6 feverish notions for fixing health care reform
Article posted by Bill Coffin
Medical liability reform, incentivizing health insurance and revisiting pre-existing conditions are some considerations to fix health care in the U.S.

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Life >>

Julius Giarmarco
ING, DING and NING trusts
Article posted by Julius Giarmarco
An ING trust is short for “incomplete non-grantor trust”; a NING trust is short for “Nevada incomplete non-grantor trust”, and a DING trust is short for “Delaware incomplete non-grantor trust.” These are trusts where a grantor residing in a high-income tax state transfers income-generating or appreciating assets to an irrevocable non-grantor trust in a state that will not subject the trust’s income and capital gains to state income taxes (like Nevada and Delaware). In the typical ING, the grantor is a beneficiary of the trust.

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