GOP presidential nominee Mitt Romney and his running mate, Wisconsin Rep. Paul Ryan, seem determined to avoid talking about details of their tax plan during the fall campaign, creating a vacuum that their opponents are happy to fill with attacks and that retirement-savings advocates can fill with worry. Retirement-savings tax deferrals also could be on the chopping block to pay for the GOP ticket's goal of reducing tax rates across-the-board.
As summer winds down and the presidential election looms, financial advisers' thoughts must turn to 2013 tax investment planning for their clients.
Advisers urged to get proactive as exclusion could drop to $1 million, from $5 million
The SEC has called on advisers to become more familiar with hedge funds and learn how to keep on top of that constantly changing universe.
Deciding whether to affiliate directly with a broker-dealer or join an existing OSJ involves evaluating factors in your own business, including finances, culture and contractual relationships
SEC scheduled to meet this week with advocates including Bogle
Signing declaration supporting universal standard of care
Even though their savings are depleted, many clients still think they can have a comfortable retirement -- as long as they work a few years longer. They might want to rethink that plan.
With the right elections, married couples can dramatically up their payouts
