With changes to many tax laws looming at the end of the year, a life insurance settlement could provide an opportunity for clients to not only donate to a charity but also reap tax savings under ...
Alice Liang, Chief Proposition & Healthcare Officer of AIA Hong Kong & Macau Ms Alice Liang, Chief Proposition & Healthcare Officer of AIA Hong Kong & Macau, said, "At every stage of life, financial ...
Unfortunately, the SECURE Act of 2019 made it more difficult for the beneficiaries of IRAs and other retirement accounts to postpone distributions from these inherited accounts; no longer can most non ...
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