The Broker Innovation Lab celebrates brokers and other benefits stakeholders who have embraced the changing marketplace to position themselves and their business for future success
After the release of data suggesting Mitt Romney might have an IRA worth $101 million, the Treasury Department and the IRS say they will investigate potential abuses.
For organizations with employer-owned life insurance, which is a policy owned by an entity that acts as the beneficiary, there is the potential for major tax savings.
I've started to consider whether retiring overseas might be a good strategy. Moving to countries like Mexico, Ecuador and Thailand, where the cost of living can be far lower than in the U.S., can turn a modest nest egg into something more substantial.
Restaurants and other businesses in San Francisco collected almost $14 million dollars in extra fees last year to comply with the city's landmark universal health-care ordinance, but records show 40 percent of that money hasn't been spent on health care.