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Adapt investment strategies to pay for long-term care

April 6, 2014

Retirement expert Mary Beth Franklin details the importance of adjusting client investment portfolios to cover the costs of long-term care.

Don't monkey around with IRAs

March 9, 2014

The tax reform proposal put forward by Rep. Dave Camp, departing chairman of the House Ways and Means Committee, has many good features, but it has one really bad one: the proposal to eliminate tax-deductible IRA contributions. His proposal would leave workers not covered by a company-...

IN Voices

February 9, 2014

Little love for myRA Washington reporter Mark Schoeff Jr. took the pulse of advisers after President Barack Obama floated his idea to help low-income Americans build nest eggs through so-called myRA retirement savings accounts. A number of advisers were dubious of the plan, though...

Keep your eyes on the calendar

December 15, 2013

Roth conversion rules allow an investor to re-characterize, or undo, a conversion. This makes sense when the value of the Roth declines substantially, making the tax bite disproportionate to the Roth's value. The government gives Roth converters the choice to reverse any conversion. That re-...

Charitable IRA provision: Time is now

December 8, 2013

Once again, the qualified-charitable-distribution provision is set to expire at year-end. Not taking advantage of this provision could be costly for high earners due to the 2013 tax increases affecting these clients. In fact, not using the QCD provision could cost a client $10,000 or more in...

Guidance on taxes lacking for certain alternatives

November 17, 2013

The boom in alternative investments that began during the 2008 financial crisis as investors scrambled to buy noncorrelated assets echoes even louder in today's quest for higher yields and less risk than bonds can offer, and lower volatility than equities face. But investors, and even some...

A look at today's generation of online RIAs

November 3, 2013

Client numbers and assets under management, when available, are drawn from regulatory filings or company officials. ...

New 401(k) advisers need to think big

October 27, 2013

For investment advisers seeking to enter the 401(k) business, Gary Josephs' advice is to go big or go home. Mr. Josephs, 55, an Irvine, Calif.-based principal at Retirement Benefits Group, has been advising 401(k) plans for 24 years, giving him a perspective that stretches back almost to the...

Adding services: More profit or new headaches?

October 6, 2013

The following is an edited transcript of a webcast, “How to Add Profitable Services to Your Business,” held Sept. 17. It was moderated by InvestmentNews deputy editor Greg Crawford and reporter Liz Skinner. InvestmentNews: Should you offer estate planning, ...

Preparing for the next Bronze Age

October 6, 2013

Two powerhouses from opposite ends of the political spectrum — AARP and the U.S. Chamber of Commerce — held a joint “solutions forum” to tackle the impending retirement crisis.

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