Displaying 7762 results
Market volatility signals it’s time to take another look at Roth conversions
Advisers should be considering a “re-characterization,” or undoing, of clients' Roth conversions, which essentially converts the Roth money back to pre-tax money.
Track dates to save clients from new, big IRS fees
The IRS has increased its fees to request private-letter rulings (PLRs) for extensions upon missing two common retirement deadlines: 60-day rollovers and Roth recharacterizations.
Putting ETF liquidity concerns in perspective
Breakfast with Benjamin The lessons that were learned from the August 24th flash crash.
Recent class-action surge ups the ante for 401(k) advice
Retirement plan advisers should make sure they have their bases covered to prevent litigation for fiduciary breaches.
Social Security Administration releases details of rule on new spousal benefits claiming strategy
But the Social Security Administration still has no guidelines for file-and-suspend deadlines.
How retirement coaching can add value to your practice
Offering this coaching is one way advisers show they care not only about clients' financial success, but also about their health and well-being.
Financial planning tips for blended families
More than 40 million Americans are in a second or third marriage. Here's how to make sure you plan properly for your step family.
Sen. Warren, Rep. Cummings accuse financial industry of crying wolf on DOL fiduciary
The Massachusetts senator and Rep. Elijah Cummings, D-Md., assert four large insurance companies are telling regulators and shareholders different tales.
65 and broke: Student loan debt isn’t just a young person’s problem
The amount of education debt held by people 65 and older ballooned to $18.2 billion in 2013, from $2.8 billion in 2005.
World’s best REIT hands Fortress 700% gain on Japan bets after tsunami
Fortress says infrastructure in Japan among bright spots of Abenomics
Planning implications of Obama’s budget in one simple chart
Michael Kitces explains how the president's fiscal 2017 budget affects retirement, estate and other tax law.
How competent is your tax preparer?
The U.S. Government Accountability Office estimates that half of all self-prepared individual tax returns contain at least one error, compared to 60% of returns completed by a paid preparer.
Adjusting Social Security claiming strategies for new rules
Here are a few scenarios that can help you guide your clients' decisions.
David Bowie’s estate should serve as a lesson for everyone
Follow the late singer's lead and don't wait to plan for your loved ones until it is too late.
Why having a trust plan is essential for all investors
Regardless of how wealthy you are or how fiscally responsible your heirs, trusts can make sense.
Americans have a hard time shaking their credit card addictions
Consumers owed a total of $936 billion in credit-card and other revolving debt in December — a $103 billion increase from April 2011.
Some local Social Security Administration offices refuse to process benefit applications
Having problems trying to file and suspend before deadline? You're not alone.
Some local Social Security Administration offices refuse to process benefit applications
Having problems trying to file and suspend before deadline? You're not alone.
Merrill Lynch launches Social Security claiming tool
Other advisers can take a page from the the firm's action plan.
New bill would provide universal retirement coverage for U.S. workers
Legislation sponsored by Senator Jeff Merkley (D-Oregon) would establish a universal savings account for all working Americans regardless of the size of their employers.
