Debate: Should Key Tax Bill Provisions Be Temporary?

Published on June 20, 2025

Several components of the working drafts in Congress are scheduled to leave the tax code after 2028.

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Should These Clients Buy an Annuity? Two Case Studies

June 20, 2025
While not a fit for all clients, annuities can help address several common retirement planning concerns.      Related StoriesTrust as IRA Beneficiary? Avoid These MistakesHow to Avoid RMD Mistakes Around Roth ConversionsSymetra and Pacific Life Sued Over Annuity Beneficiary Changes

Who Maintains Control Over a 529 Plan’s Assets?

June 21, 2025
A 529 plan is a popular tool for saving for college expenses. When it comes to who maintains control over the 529 plan’s assets, in most cases, it’s the account owner. This is often a parent or grandparent. The owner also has the ability to make investment choices and manage withdrawals.