| Presented in a convenient and easy-to-use Q&A format, 2017 Tax Facts on Insurance & Employee Benefits clearly shows you how the tax law and regulations are relevant to your insurance practice. Often complex tax law and regulations are clearly explained in straightforward, jargon-free language, and pertinent Planning Points are provided throughout |
| Get the Latest Guidance on: |
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Life Insurance |
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Health Insurance including Health Care Reform |
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Long-Term Care Insurance |
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Annuities |
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And much more! |
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| Key Updates for 2017 Include: |
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Expanded coverage of Health Savings Accounts (HSAs) |
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New questions on annuities, including a chart on different annuity types |
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Coverage of new deferred compensation regulations |
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New Planning Points on IRAs, Roth IRAs and 401(k)s, and new questions on inherited IRAs |
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New questions on additional requirements from the IRS on Form 5500 |
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New section on the Department of Labor Fiduciary Rule |
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21 new Planning Points |
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