Archive for April 2021
Wealth and Income
Spectrem Group’s recent Market Insights Report found that millionaire investors in the U.S. achieved a new record last year. The number of households with a net worth ranging between $1…
Read MoreQualified Business Income Deduction
One of the provisions included in the Tax Cuts and Jobs Act of 2017 was the Qualified Business Income (QBI) deduction. It is designed as a tax break for small…
Read MoreAnnuity Insights
The Insured Retirement Institute (IRI) – a trade association for the retirement income industry – advocates annuities as a vehicle that can help provide retirees income, guaranteed by the insurer.…
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