William Byrnes

New studies show that, despite relatively stable conditions, fixed annuity sales have increased considerably …

The benefits of creating a stream of tax-free income during retirement is key to most successful retirement i…

This copy is for your personal, non-commercial use only. To order presentation-ready copies for distribution …

For a small business owner , using qualified plan dollars to purchase life insurance protection is a strategy…

In today's market for financial products, the array of life insurance and annuity options that are available …

As many clients learned firsthand during the 2013 tax season, the new 3.8 percent net investment income tax (…

In most instances, the needs of the ultra-high-net-worth client simply cannot be met through the traditional …

Recently, the Treasury Department issued final regulations governing qualified longevity annuity contracts (Q…

free chapter download here -> http://papers.ssrn.com/sol3/papers.cfm?abstract_id=2457671 What I find surprisi…

On January 25, Kathryn Keneally, assistant attorney general of the Justice Department's Tax Division, served …

I think it appropriate to begin this week with a quote by Senator Russell Long (of Louisiana) who was Chairma…

Monday, August 11, 2014 The Securities and Exchange Commission today announced securities fraud charges again…