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Four ways financial advisers should help retirement plan sponsor clients avoid a DOL audit
The retirement plan sponsor role comes with a very clear set of regulatory obligations to the Department of Labor — whether your clients are aware of them or not.
Is securitizing health care loans a workable solution for accessing high-cost medical treatments?
As an investment, this is an idea that adopts the same general form as mortgage-backed securities.
Three GOP senators co-sponsor resolution to kill DOL fiduciary rule
Three GOP senators co-sponsor a resolution to kill the regulation, though it's seen as symbolic, as President Obama would surely veto the measure if it passed.
Watch out, boomers, here comes 70 and those RMDs
Mandatory payouts from savings plans may trigger new taxes.
Longevity can be an asset in retirement
Unprecedented surge in older Americans could be a boon to charities, nonprofits.
Traditional or Roth 401(k): How to choose
Deciding between a traditional and Roth 401(k) is essentially a bet on how your future income tax rates will compare to their current rate.
Homeownership no longer pays at tax time
The tax benefits of homeownership has been elusive for typical buyers since mortgage rates started tumbling in 2008.
What Americans really pay in taxes
Are you paying your "fair share" in taxes? See how your tax burden stacks up against other taxpayers.
Wirehouses seen winning in DOL’s final fiduciary rule
Brokers may continue selling higher-cost proprietary products if they meet certain conditions.
Social Security planning still critical after demise of file and suspend
Remaining claiming strategy offers eight more years of creative options for some retirees.
Social Security planning still critical after demise of file and suspend
Remaining claiming strategy offers eight more years of creative options for some clients.
Ready or not, Social Security claiming rules are about to change
Claiming rules regarding the popular file and suspend strategy will be overhauled on April 30.
The file and suspend countdown
Ready or not, Social Security claiming rules change on April 30.
Avoid local Social Security offices and file for benefits online
As confusion over filing rules continues, some complaints about false information emerge.
How will the DOL enforce its fiduciary rule?
Changes will be felt most markedly in the retail market, where investors will serve as their own enforcement agents.
A DOL fiduciary rule everyone can live with
Final version includes a number of changes that address the most serious concerns of those who most vehemently criticized it.
SIFMA says DOL fiduciary rule pertaining to IRA rollovers still too restrictive
The broker lobbying group also remains concerned about cost and limited investment choices for investors.
Baby boomers’ wealth is in their homes
An expanded fiduciary standard for financial advisers will put pressure on a variety of areas in the retirement…
Modern retirement planning means staying aggressive
Plus: Advisers speak out on DOL rule, the inflows continue for equity ETFs, and big banks strive to look small to regulators
New rule will force financial advisers to put your retirement needs first
People and companies giving advice on 401(k) and individual retirement accounts will be held to a tougher clients-come-first standard following a new rule issued by the Department of Labor this week.
