William Byrnes

William H. Byrnes, Esq.

Joined: January 16, 2014

Browse My Most Recent Blogs

July 11, 2016
After the DOL fiduciary rule, enter the fee-based variable annuity

July 8, 2016
Who’s tracking IRA basis? Enter the advisor

June 10, 2016
New estate planning strategies for a post-portability world

June 2, 2016
How to sell fixed indexed annuities under DOL fiduciary rule

May 27, 2016
When clients divorce: Avoiding the retirement income trap

May 20, 2016
DOL fiduciary rule highlights HSA retirement income value

April 26, 2016
Retirement income planning for kids

April 18, 2016
Indexed annuities run afoul of DOL fiduciary rule

April 5, 2016
How to address clients' 2 biggest retirement issues

March 30, 2016
Retaining key executives with insurance strategies

March 23, 2016
When trusts and annuities collide, big tax damage can follow

March 16, 2016
Avoiding the tax traps of 1035 exchanges

March 11, 2016
What's next for variable annuities after DOL fiduciary rule?

February 19, 2016
Due to LTCI's cost and need, short-term care insurance takes off

February 12, 2016
Deferred income annuities can double payouts later in life

February 3, 2016
With file-and-suspend dead, maximizing Social Security benefits

January 22, 2016
Having it all? Combining whole life with indexed universal life

January 6, 2016
The new variables in variable annuities

November 4, 2015
Reverse mortgages for retired clients: Does the strategy fit?

October 23, 2015
QLACs can simplify the retirement income planning game

October 9, 2015
Maximizing retirement benefits of spousal IRAs for non-working spouses

September 23, 2015
Roth IRA conversions: Silver lining to market downturns

September 9, 2015
Avoiding pre-retirement rollover traps: The pro rata rule

August 28, 2015
Minimizing excess Roth IRA contribution penalties

August 19, 2015
Is the stand-alone HRA making a comeback?

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