Remaining claiming strategy offers eight more years of creative options for some clients.
Claiming rules regarding the popular file and suspend strategy will be overhauled on April 30.
Ready or not, Social Security claiming rules change on April 30.
As confusion over filing rules continues, some complaints about false information emerge.
Changes will be felt most markedly in the retail market, where investors will serve as their own enforcement agents.
Final version includes a number of changes that address the most serious concerns of those who most vehemently criticized it.
The broker lobbying group also remains concerned about cost and limited investment choices for investors.
The tax advantages might not be worth it.
Plus: Advisers speak out on DOL rule, the inflows continue for equity ETFs, and big banks strive to look small to regulators
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.
Companies are offering freebies and discounts celebrating the end of the annual filing ordeal. Here's a roundup of what's available.
The rule is described as 'workable' and a political success, though implementation remains the biggest challenge ahead.
While many investment advisers and their organizations praise the rule, some who formerly advocated for it believe the final version doesn't go far enough to protect investors.
Retirement plan advisers have an easier path to advising on rollovers and working with small 401(k) plans.
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Their offices are abuzz on Saturdays, and regular planning meetings with clients and prospects are put off until after the April 18 filing deadline.
Only one firm, MetLife, posted any substantial gains, as market volatility and fixed indexed annuities cut into VA business.
Republican presidential nominee is a foe of regulation and has offered a tax plan that could appeal to advisers.
