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In times like this, who isn't worried about the financial stability of their place of work? Long before their clients hit the panic button, financial advisors need to be analyzing whether their clients' employers are likely to file for bankruptcy...
A recent decision out of New Jersey Estate of Stevenson v. Director, Division of Taxation1 illustrates a novel issue arising under the decoupled estate tax systems adopted by many states: the potential imposition of state death taxes on federal...
Immediate fixed annuities and deferred fixed annuities are finding a growing market in the wake of the financial market meltdown. It’s no wonder. Their guaranteed payout rates are more than 8 percent and 5 percent, respectively at a time...
