Social Security Claiming Strategies: Only One Piece of the Puzzle Member Login | Sign Up To View Article
As the “baby boomer” retirement wave has descended upon the financial services industry, many professionals have added Social Security benefits planning and analysis to their practice, using one of a
Don’t Let Medicare Surcharges Take a Bite Out of Clients’ Retirement Member Login | Sign Up To View Article
Retirees may be surprised when they see their Social Security checks diminished by Medicare premiums and income-based surcharges, according to a new white paper from HealthView Services.
Key estate planning issues for blended families Member Login | Sign Up To View Article
Tom Junkin, senior vice president, personal trust services, Fiduciary Trust Company of Canada discusses the top three issues advisors need to raise when planning for clients with blended families.
Estate Planning Through the Ages – Tips from Terry: Young Married Couple (Double Income, No Kids), Tip #3 Member Login | Sign Up To View FSP Content
Terry Stanaland, JD, ChFC, CPA
Terry Stanaland, member of the Society of Financial Service Professionals, discusses how to handle the disposition of an estate of the last of the spouses to die if there are no children. For example,
Charitable Remainder Trusts (CRT): Back to the Future Member Login | Sign Up To View FSP Content
Lawrence Brody, JD LLM, AEP, Richard M. Weber, MBA, CLU®, AEP® (moderator)
This program will review the basics of CRTs and their advantages and disadvantages as a planning strategy. And it will show how, when combined with an Irrevocable Life Insurance Trust (ILIT), they ca
The Journal of Financial Service Professionals
Supreme Court Holds “Severance Payments” Are Subject to FICA Withholding Member Login | Sign Up To View FSP Content| Purchase this Article
Thomas F. Commito, JD, LLM, CLU, ChFC, AEP
In a unanimous decision, the Supreme Court held that severance payments that were made to involuntarily terminated employees and that were not tied to the receipt of state unemployment insurance, are