Summary: With higher overall tax rates and a permanent $5 million estate tax exemption, there will be a shift in focus to the income tax benefits of life insurance planning, potentially generating more interest in annuities, cash value life insurance, and…
Categories: Looking Forward Series
Summary: Despite continuing uncertainty, the election results ensure implementation of the new health care taxes on wages and net investment income and likely increase the probability of higher income and/or transfer tax rates in 2013. While often repeated over the past…
Categories: Looking Forward Series