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Retirement »

William Byrnes
Trump tax reform may prompt changes in clients' 401(k) strategies
Article posted by William H. Byrnes, Esq.
Trump Tax Reform May Prompt Changes in Clients’ 401(k) Strategies

The beginning of the Trump presidency is right around the corner—and, for many high-income clients, this new era is expected to bring about substantially reduced income tax rates. While this reduction in income tax rates will likely come as a welcome change, it also adds a new layer of complexity to retirement income planning

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My Practice »

Nick Thornton
Bill to delay fiduciary rule not expected to get immediate attention
Article posted by Nick Thornton
Industry stakeholders would be wise to temper hopes that introduced legislation to delay implementation of the Labor Department’s fiduciary rule will be addressed quickly, according to one veteran industry advocate.

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Annuities »

William Byrnes
State crackdown on annuities sharpens suitability issues for advisors
Article posted by William H. Byrnes, Esq.
Newly issued New York regulatory guidance highlights the fact that explaining the variations between different types of immediate and deferred annuities can prove challenging for even the most experienced advisor.

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Health »

William Byrnes
Small business gets year-end relief for health reimbursements
Article posted by William H. Byrnes, Esq.
Small employers have long struggled to find health care solutions in order to both offer assistance in funding health insurance for employees and comply with the sometimes-onerous Affordable Care Act restrictions.

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Life »

Brian Leising
Senior clientele? Six tips to open more life insurance sales
Article posted by Brian Leising
Unfortunately many advisors make only one product sale per household and  never ask their clients about other potential life insurance planning needs. If you were able to uncover the need for one insurance product, why couldn’t you uncover another?

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