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MOST ACTIVE MEMBERS

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    James M. Christian, CLU,ChFC

    FSC Securities Corp. - Jim Christian Inc.
    Lakeville, MN

    72 Points

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    Daryl Curtis, CLU,ChFC

    Amarillo, TX

    67 Points

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    Anibal Torres, CLU,FLMI

    State Farm Insurance Co
    Bloomington, IL

    66 Points

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  • John L. Olsen, CLU,ChFC,AEP

    need a NJ attorney who does unsuitability of annuities...

    Posted in: Retirement Counse...

    I have been contacted by a fellow who, with his siblings, intends to sue Genworth and probably the agent involved for selling "unsuitable" annuities to his deceased parents....

  • Paul A. Neri, CLU,ChFC,CFP

    Gain on Short Against The Box

    Posted in: Estate Planning

    If an investor dies while holding securities positioned in a short sale against the box strategy which had locked in a gain will a step up in basis occur?

  • Bruce A. Tannahill, JD,CPA/PFS,CLU,ChFC

    Post-death Income Reported on Decedent's 1099-R

    Posted in: Estate Planning

    I'm working on a final tax return for a client who died in 2013. Her final pension payment was deposited directly into her trust's bank account and included in the amount...

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