The financial crisis took a toll on 529 college savings plans, but plan participants are for the most part staying put and looking to the future, according to the results of an exclusive InvestmentNews survey, conducted for and presented today at the College Savings Foundation conference.
A bill has been introduced in the Washington state legislature that would double estate taxes for residents.
The Labor Department will host a public hearing in the next few months to discuss concerns about including annuities in retirement plans. But addressing plan sponsors' concerns about carrier stability continues to bedevil the regulator.
Legislators are still tied up with health care issues, leaving retirement initiatives to flounder. Tax proposals may be the exception
Polls show that employees want an annuity option in their pension plan menu. But they also prefer a lump sum to an income stream when they hit retirement age
They're not up to speed about the products themselves, either
That's good news for consumer-oriented companies, which are likely to benefit from more incremental spending
Reflecting the rebounding economy, financial advisers are attending more conferences and taking more courses for continuing-education credits.
The failure of Congress to plug the 2010 estate tax loophole has created considerable uncertainty.
With the estate tax laws set to expire by year-end — and no clear indication when Congress will address the issue — some financial advisers and attorneys see an opportunity for their high-net-worth clients in this extremely muddled situation.
Stocks have been in flux over the past few weeks as surprises kept coming from overseas. Greece's debt crisis, similar troubles in Portugal, and China's latest moves to slow down its economy have kept investors guessing.
Apparently, a fair number of men and women think they can -- or at least, that's what a new poll finds
The Labor and Treasury department have put out a request for information on the use of annuities in defined-contribution plans.
The benefits that financial advisers provide to a client going through a divorce start when that client first informs you of the wedding plans.
Like many financial advisers, Rick Kahler struggled for years over whether to hire a peer to review his personal financial plan.
I would like to share a story about great client service from a financial adviser.
Retirement savings for workers automatically enrolled in individual retirement accounts under the administration's fiscal 2011 budget proposal would be invested in Roth IRAs — unless they specifically chose a traditional IRA.
The Financial Planning Coalition has given up its effort to get Congress to establish a definition of financial planning that would have brought thousands of insurance and securities brokers under the sway of a new oversight board.
