As fund companies start to post annual tax distributions, more than 110 funds are already showing capital gains distributions of more than 20%.
The law firms that filed the case point to record-keeping fees that were higher than those for other plans they identified.
The IRS is also increasing the income ranges for eligibility to make deductible contributions to traditional and Roth IRAs, as well as to claim the Saver’s Credit.
Congress has retirement accounts in its sights for future tax increases, but financial advisers can help their clients make some defensive moves now.
As retirement plans shifted from employer funded to employee funded, that has also happened over the past decade with health care plans.
Does it make sense for advisers to enter this space and compete? Sending those clients off platform and hoping to get them back when work separation occurs seems illogical.
Discover 5 of the most common misconceptions your female clients may have about Social Security and how you can help them maximize their benefits as part of an overall retirement strategy.
The measure would place limits on individual retirement accounts, including preventing contributions to accounts once they reach $10 million, and give the IRS more oversight over them.
There's a war for talent heating up, fueled by the Great Resignation and more workers retiring as a result of the pandemic, which makes benefits more important than ever.
Areas with high racial diversity, concentrations of low-wage jobs, higher mortality rates and other factors tend to have lower employment rates for people 60 to 69, according to a recent NBER paper.
An expansion of the alternative minimum tax, would require some top earners to pay more in taxes.
The rollover recommendation disclosures will 'get Monday-morning quarterbacked every time the market takes a dive,' one lawyer noted.
The new OneConnect product allows plan advisers to act in a 3(21) or 3(38) role.
The Goldman Sachs Workplace Retirement Solution uses the Ascensus platform to provide an integrated 401(k) or 403(b) plan that includes digital advice and digital financial wellness support.
House Democrats are considering a five-year suspension of the cap on federal deductions for state and local taxes, but the Vermont senator disapproves.
The deal would catapult Vestwell to serving as program manager for nearly $20 billion, with the acquisition adding about 800,000 participants and 17,000 small employers to its book of business.
Listen to a particular client's needs rather than the noise in Washington, advisers said at the IN Retirement Income Summit.
Her 'On Retirement' column was named the best business/finance blog in its size category by Editor & Publisher.
Numerous trade groups and other organizations have been flooding the court with briefs in support of Northwestern University, while at least one group of organizations is against it.
The product, called OpenPEP, has customized investment options that can be used as the default.
