Home

Individual standalone long-term care insurance sales declined nearly 60 percent from 2012 to 2016. Premiums fell from $550 million to $228 million. During that period, new premiums for life and long-term care insurance combination policies increased from $2.4 billion to $3.6 billion....

Auditors assess their clients’ risk factors when planning for next year’s financial statement audit. Likewise, proactive managers assess risks at year end. A so-called “SWOT” analysis can help frame that assessment. Typically presented as a matrix, this analysis of strengths, weaknesses, opportunities, and threats provides a...

Individual retirement accountants (IRA) mainly come in two broad categories: traditional and Roth. Traditional IRAs may be funded with pre-tax or after-tax dollars and are often funded largely with pre-tax dollars. Withdrawals of pre-tax money and earnings from the IRA are taxed at ordinary income rates....