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The Motley Fool November 19, 2004 Roy Lewis	How to Deal With Annuities' Losses When cashing out, there are several tax issues to keep in mind.
BusinessWeek February 7, 2005 Ellen Hoffman	Annuities: Don't Believe The Hype Many of the tax benefits of variable annuities no longer exist, but the hard sell continues
The Motley Fool November 5, 2004 Roy Lewis	Are Your Taxes Ready for 2005? Here are some tips to consider while preparing for the new year.
The Motley Fool February 18, 2011 Dan Caplinger	Are Variable Annuities Right for You? Variable annuity sales are way up, but are they a smart move?
The Motley Fool November 11, 2005 Roy Lewis	The End Is Near. Save Now! The year will be over before you know it. Make sure you know how to save on your taxes before it's too late.
The Motley Fool March 1, 2007 Selena Maranjian	Your Taxes, Above and Below the Line There's a concept that's lost on many people -- that not all deductions have the same value.
The Motley Fool December 19, 2003 Roy Lewis	11th-Hour Tax Moves You have less than two weeks to reduce this year's tax bill.
The Motley Fool March 24, 2005 Robert Brokamp	Annuities: Who Needs Them? Looking for an expensive, ho-hum way to save for retirement? Then an annuity might be for you.
The Motley Fool February 22, 2007 Dan Caplinger	Is Your Hobby a Business? As a potential source of deductible expenses, hobbies are a promising target that many taxpayers consider using.
The Motley Fool December 22, 2005 Roy Lewis	Last-Minute Tax Moves You're running out of time! Act now, and you can save yourself some tax misery.
The Motley Fool March 31, 2006 Roy Lewis	Avoid Tax Filing Mistakes Beware of taxpayers' most common goofs: Carry-forwards from prior years... Missing Social Security numbers... Assuming the itemized deduction... Overpayment of Social Security taxes... State tax refunds... etc.
Registered Rep. November 14, 2014 Kevin McKinley	Tapping Annuities for an Early Retirement Annuities can offer nearly unlimited savings potential and unique benefits that can pique the interest of would-be early retirees.
The Motley Fool September 15, 2006 Roy Lewis	Death to Itemized Deductions! Taxpayers, if your income is above the limit, you'll lose your grip on some of your itemized deductions. Don't be caught by surprise.
Financial Planning November 1, 2009 Julian Block	A New Standard As the end of the year nears, clients are once again starting to think about their tax returns. Now more than ever, qualified financial advisors should be ready to provide some information on the choices taxpayers must make.
The Motley Fool February 24, 2004 J. Graham	Beware of Brokers Bearing Annuities Annuities may sound good, but their costs overwhelm their benefits. Stockbrokers and financial advisors love to sell annuities because of the high commissions they reap. My ex-broker sold one to me, and it has proven to be the most restrictive, highest-cost, least-liquid, and poorest-performing investment in my portfolio.
On Wall Street February 1, 2010 Elizabeth Wine	Variable Annuities Are Down but Not Out Variable annuities had a tough 2008 and 2009 like everybody else.
The Motley Fool August 19, 2004	The Lowdown on Variable Annuities Plans such as 401(k)s and IRAs are generally more effective for socking away money for retirement.
The Motley Fool December 22, 2006 Roy Lewis	Cut Your 2006 Taxes With the clock quickly winding down to Dec. 31, you'll want to act quickly to reduce your tax bite. Here are some suggestions.
Financial Advisor May 2010 Alan Lavine	Sizing Up Annuities In the wake of the recent financial meltdown, the income guarantees offered by annuities have become quite attractive. The payouts are appealing, but do your homework.
BusinessWeek June 23, 2011 Margaret Collins	Variable Annuities: Lifelong Income, High Cost Guarantees make annuities more appealing - and more complex.
The Motley Fool July 14, 2006 Roy Lewis	Buy a Home, Save on Taxes We've all heard it before: Buy a home and save a ton of money on your income taxes! While it may sound enticing, it's not always true -- or at least, not as true as some would have you believe.
Registered Rep. September 1, 2005 Kristen French	VA Sales Keepin' On Despite the recent onslaught of negative regulatory and media attention to variable annuities, sales of these products have not suffered.
BusinessWeek November 24, 2003 Ellen Hoffman	A Tax Ambush? Before Dec. 31, do a dry run to see if you're liable for the alternative minimum tax.
Registered Rep. December 18, 2012 Alan Lavine	Uh, Sorry...Can We Have That Back? Several insurance companies are following in the footsteps of The Hartford and offering to buyback variable annuities with guaranteed lifetime income. Should your clients take the cash?
The Motley Fool October 9, 2009 Dan Caplinger	This Much-Hated Investment Could Actually Help You Few investments inspire such devotion and scorn as annuities.
AskMen.com Michael Estrin	8 More Tax Tips Spending a few hours on your taxes can be well worth your time. Don't overlook these deduction possibilities: sales taxes, non-cash donations, IRA contributions, worthless stock, miscellaneous deductions, FICA overpayment, amended returns, and casualty deductions.
The Motley Fool November 28, 2008 Dan Caplinger	The Retirement Ripoff You Can't Afford Insurance companies are making changes to annuities that will make them an even worse deal for investors.
Financial Planning January 1, 2006 Ed Slott	Ending Annuity Scams The IRS is cracking down on undervaluing annuities to avoid taxes in Roth IRA conversions.
The Motley Fool May 27, 2009 Dan Caplinger	Don't Pay Too Much for This Investment When it comes to guaranteed variable annuities, buyers are paying more for protection than they did in recent years -- even though the market has already dropped substantially.
Financial Planning February 1, 2006 Patrick Ferrer	Annuities Special: Fee Factor When your clients buy annuities, do you really know what they're paying for?
Financial Advisor March 2004 Tracey Longo	Making The Grade With Variable Annuity Exchanges With the creation of one-shot wrinkle reducers like Botox, battery-operated automobiles and cloned humans, can a world where there is no need to replace variable annuities be far off?
The Motley Fool March 4, 2005 Roy Lewis	How to Save More Money on Taxes Here are tax deductions that can be easily overlooked.
Registered Rep. May 18, 2010 Alan Lavine	No-Load Annuities Gain Momentum As more wirehouse registered reps join RIAs or start their own, as income tax rates rise, and as Baby Boomers continue their march into retirement, expect investments in no-load variable annuities to grow.
The Motley Fool September 22, 2006 Roy Lewis	Avoid the Dreaded AMT Although the alternative minimum tax was intended to apply to high-income taxpayers who take advantage of loopholes, it can also apply to middle-income taxpayers who haven't planned their taxes thoroughly enough. Take steps now to escape the Alternative Minimum Tax.
The Motley Fool August 24, 2009 Selena Maranjian	A New Annuity You Probably Don't Need New York Life is rolling out a new offering of variable annuities. But variable annuities are often a bad idea for consumers. Investing directly in stocks may be a better idea.
Financial Planning March 1, 2011 Frank O'Connor	Encouraging Signs New variable annuity sales slipped slightly in the third quarter of 2010, to $33.6 billion from $33.9 billion in the second quarter, but they were still up 9.9% from the $30.6 billion in the third quarter of 2009.
The Motley Fool February 17, 2005 William Stecker	The Oft-Missed Deduction Did you know that expenses incurred in the production of income are deductible? When it comes to investment expenses, let Uncle Sam help.
The Motley Fool April 13, 2004 Dan Otter	Annuities in a 403(b) or 457(b)? Before you invest in an annuity, make sure there aren't better options available. It won't take long to find them.
The Motley Fool December 9, 2005	The Income Tax Process, Explained It does take a while to do (it's estimated that upwards of 30 hours is required to complete Form 1040 and Schedules A, B, C, and D), but it isn't brain surgery.
Registered Rep. October 1, 2002 Pamela J. Black	The Pros and Cons of Annuities With retirement accounts battered by the bear market, guaranteed income from a fixed annuity now has more appeal, especially for clients who may be too close to retirement to count on a rebound from equity markets alone. This article surveys types of annuities, tax implications, and fees.
The Motley Fool March 3, 2006 Roy Lewis	Save Tax Dollars Now! There are a whole lot of lines on your tax return. Have you researched every last one, making sure you're taking advantage of all the legal ways you can cut your tax bill? Here's how to spot the deductions and credits most taxpayers miss.
The Motley Fool February 26, 2007 Dan Caplinger	Spring Cleaning for Your Investments Just as getting rid of some unnecessary junk around the house can be good for your personal well-being, taking a critical look at your investments from time to time is extremely valuable.
BusinessWeek September 24, 2007 Aaron Pressman	Retirement Made Complicated Why equity-indexed annuities have a bad name and what investors need to know.
AskMen.com Dan Carter	8 Worthwhile Tax Deductions You Don't Know About Using itemized tax deductions to your benefit.
Financial Planning March 1, 2007 Julian Block	Shadow Tax The alternative minimum tax is not just a problem for your wealthiest clients anymore. Here's what all your clients need to know.
Financial Planning May 1, 2008 Martin M Shenkman	Another Door Closes The Supreme Court recently reached a decision that ends the ability of most trusts and estates to deduct investment management fees. It is vital to understand the rules so you can help clients maximize the deductions they might qualify for.
Financial Planning February 1, 2005 Donald Jay Korn	All Fixed Up? Low returns have dampened the demand for fixed annuities, but will the aging of America spur sales of fixed annuities?
On Wall Street December 1, 2010 Susan L. Hartman	Tactics For 2011 With Congress still in session at press time, there may be more than a few changes to the 2010 and 2011 federal income tax yet to come.
Financial Advisor June 2007 Thomas Scott	What An Airline Crash Taught Me About Retirement Planning It doesn't take a catastrophic crash to cause significant injuries, in an airliner or in a retirement plan. As advisors, how can we best assure our clients will have an adequate income stream for their lifetimes?
The Motley Fool June 16, 2006 Roy Lewis	What to Know Before Selling Investors, regardless of whether you'll have a gain or a loss, you may be able to accomplish a sale but still minimize your taxes.