April 6, 2014
Retirement expert Mary Beth Franklin details the importance of adjusting client investment portfolios to cover the costs of long-term care.
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-...
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...
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-...
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...
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...
November 3, 2013
Client numbers and assets under management, when available, are drawn from regulatory filings or company officials. ...
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...
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, ...
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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