Blog

Taxes

Deferred-Income Annuities Get Favorable Tax Treatment

It wasn’t exactly Christmas in July, but investors got an early present from Uncle Sam in July when the Treasury Department and the IRS changed the tax treatment on deferred-income annuities. The favorable tax treatment now allows taxpayers to exclude the value of deferred-income annuities, also known as longevity annuities,

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Market Watch Wall Street Journal
Retirement Planning

4 Basic Retirement Plans for Entrepreneurs

While there are other options available, I generally recommend one of four retirement plan types to entrepreneurs. All four of these plans are well suited to the needs of solo entrepreneurs, and some of them offer the flexibility to serve a small-business owner who brings on employees. The four plan

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Financial Planning

Letting Go of Prediction Addiction

Happy New Year! The telltale signs of the New Year are all around us. One of the classic New Year’s resolutions we hear about is someone’s renewed commitment to improving their health or to losing weight. If you belong to your local YMCA or have a gym or health club membership, you

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Financial Planning

Last Minute Financial Planning for 2013

Christmas is just around the corner, and the end of the year is not far behind.  It seems like time is at a premium this time of the year with last minute shopping and preparations for holiday celebrations. But spending a few minutes making sure your financial affairs are in

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News & Events

Pioneer of Passive Investing, Eugene Fama Wins Nobel Prize

Clients of Bollin Wealth Management LLC who follow Dimensional Fund Advisors (DFA) mutual funds in the news may have recently seen some exciting news about a familiar face. Professor Eugene Fama, a finance professor at the University of Chicago’s Booth School of Business and Dimensional Fund Advisors board member, was

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News & Events

Government Shutdown Provides More Treats than Tricks

It had all the makings of a great investment horror story, especially since it was occurring in the month of October. The showdown between Democrats and Republicans wrangling over the government shutdown and debt ceiling had many in the media and on Wall Street predicting financial Armageddon. “If the U.S.

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News & Events

401(k) Plan Bans Participants for Frequent Trading Violations

T. Rowe Price recently barred 1,300 American Airline employees from trading in their 401(k) plans in an effort to discourage mass trading.   The company acted after providing several warnings to the barred employees. According to company spokesman Edward Giltenan T. Rowe Price “took this step to protect all fund shareholders

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Stock Market

Investors Move to Sidelines Ahead of Fall Uncertainty

Anticipating market volatility ahead of a potential Federal Government shutdown over the debt ceiling debate and an expected announcement that the Federal Reserve will begin to slow down its quantitative easing program, investors headed to the sidelines in droves in August. Investors sold more than $30 billion of bonds and

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Financial Planning

Is A Deferred-Income Annuity Right For You?

Recently we have had a few inquiries from prospective clients about a relatively new annuity product called a deferred-income annuity. Insurance companies are touting the new product as a way to build your own future retirement pension. So consumers, especially baby boomers, are naturally interested. In fact, sales of deferred-income

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