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Archive | March 11, 2013

Tax Misconceptions For Retirement

The only 2 things in life that are certain are death and taxes right?  When it comes to retirement, do you know the tax implications for saving and using?  MarketWatch has a piece that talks about what you don’t know about taxes.   Firstly, there is a misconception that the new tax law affects only  Click to Continue

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Indexed Annuities Add Pension Like Statements-Hallelujah!

The unveiling of a statement that makes it easier for indexed annuity clients to read and comprehend the performance of their  contract is a positive event for what can be a complex product to decipher. The statement that will be distributed on the anniversary date of a policyholder contract will attempt to reflect policy values  Click to Continue

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Activity is king, and if you want more production meet with more people!

A recent article by a former Senior Advisor Magazine advisor of the year, Van Mueller, talks about the best kept secret to success.  Mueller discusses the volume of people that most producers meet in a given week and how that correlates to the success of their practice.  Many advisors simply just do not see enough  Click to Continue

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Are Fixed Indexed Annuity Payouts Taxable?

So just how are the income payouts of an annuity taxed?  For fixed annuities there is an “exclusion ratio” a fraction of the income payout that is excluded from taxes.  The dollar amount outside the exclusion ratio is subject to taxes in the year the payout is received.   The key date with regards to  Click to Continue

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Will strength in the global economy cause central banks to change to their tune?

The state of the global economy today remains dark and gloomy with a few rays of sunshine working to break through.  Many economists share the consensus that even with the recent pieces of good economic data (i.e. lower unemployment in the US) the central banks across the globe will not take these as a sign  Click to Continue

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