Advice

What Is the Marginal Tax Rate on Pass-through Business Income?

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I am a sole proprietor and a C-corp owner, so the 2017 tax legislation (unofficially, the Tax Cuts and Jobs Act) affects me in multiple ways.   I had a simple question: What is the marginal tax rate on sole proprietor income, taking account of the new deduction for "qualified business income"?  

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Life Settlements Get a Boost From Tax Reform

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Optimal tax theory is a serious field. You could spend your life studying it.

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Keebler Talks Tax Cuts For Year-End Planning

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With less than 30 days to act on a slew of one-time tax law savngs opportunities, the replay of Bob Keebler’s December 1st webinar about year-end planning gives you everything real financial professionals need to know now.   A4A is a community.  Fritz Meyer, Craig Israelsen, and Bob Keebler collaborate with you direclty about low cost investing and financial planning. Low-expense financial planning professionals and investment fiduciaries love A4A's online continuing professional education.   Don’t take my word for it. Keebler’s average rating

Tontines Are Coming, Someday

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Tontines are coming, someday. That’s my hopeful takeaway from Tom Verde’s “When Others Die, Tontine Investors Win” in today’s New York Times.

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CANNEX Announces a New Annuity Comparison Tool

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CANNEX is a Canadian provider of financial product information and analysis. Last week it announced a new service that “provides an independent and objective way to determine the economic suitability of variable annuity and fixed indexed annuity transactions and helps fiduciary advisors act in the best interest of their clients.” It is intended to assist advisors with decisions involving new annuities, existing annuities and buyout offers from insurance companies.  

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