Results for "individual retirement accounts (IRAs)"

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Tax reform: Retirement industry dodges bullet as Senate and House bills advance

November 17, 2017

The retirement industry can breathe a collective sigh of relief today as the House and Senate tax bills advance in their respective chambers. Despite all the doomsday talk relative to setting strict limits on pre-tax 401(k) contributions and...

BlackRock CEO Larry Fink challenges money managers, politicians on retirement issues

June 16, 2015

BlackRock Inc. chief executive Laurence D. Fink on Tuesday challenged his industry to do a better job of preparing investors for retirement, adding that presidential candidates should debate ways to address the inadequacy of savings during the...

DOL head says fiduciary standard will happen

March 13, 2015

Department of Labor Secretary Thomas Perez expressed confidence Friday that his agency will be able to complete work on a rule to strengthen investment-advice standards for retirement accounts before the end of the Obama administration. “This...

When is a good time to convert to a Roth IRA?

March 2, 2015

When, if ever, is a good time to convert a traditional IRA to a Roth? It might make sense to convert even if you're already retired Two surface as likely successors to Warren Buffett. The 84-year-old CEO of Berkshire Hathaway can't go on forever,...

Obama's proposed budget lets unemployed workers drain their retirement savings

February 27, 2015

If 26 weeks' worth of unemployment benefits aren't enough to get you back on your feet, why not tap into your retirement savings? Sad as this logic might sound, it is the safety net that President Barack Obama is proposing as part of his 2016...

The best- and worst-performing target date funds

February 1, 2015

The target date fund series promoted by J.P. Morgan Asset Management is thriving. The firm's SmartRetirement series was ranked No. 1 or No. 2 in the fourth quarter in six target date categories. The firm's decisions panned out when other fund...

What Obama's attempt to tax 529 plans says about the safety of Roth IRA assets

January 28, 2015

President Barack Obama's brief attempt to tax 529 college savings plans has inadvertently reminded some financial advisers that government promises can often be temporary, and planning should be approached accordingly. While Mr. Obama dropped...

Russia is starting to look like an investment opportunity

January 27, 2015

The case for investing in Russia looks great, on paper. Just hold your nose and take a big bite. Banking on a business-friendly and reform-minded history If the hedge funders have it right, oil prices will continue to slide. Crude oil short...

Blood and money: How familial strife can unravel estate plans

January 20, 2015

Few things can unravel a client's estate plan more than familial strife. That was the focus of a presentation at the American Institute of Certified Public Accountants' Personal Financial Planning conference on Monday. The session, “Blood...

SEC puts emphasis on retirement savers in 2015 exam priorities

January 13, 2015

The Securities and Exchange Commission will be watching out for investors saving for retirement this year as it examines investment advisers and brokers, the agency said in its annual priority list. The regulator will explore risks associated...

Finra hawks fiduciary in its regulatory priorities for 2015

January 6, 2015

Finra released its regulatory and exam priorities for the new year Tuesday, saying most compliance problems can be alleviated if brokerage firms act in the best interests of their clients — an unusual move for an industry that must only ensure...

The dangerous downside of the stronger dollar

September 30, 2014

A stronger U.S. dollar is threatening to knock the markets out of balance. This is scarier and more serious than the 'taper tantrum.' The downside of strength A commodity ETF that strikes all the right notes, and navigates the punishing tax...

Pimco fortifies to take on the old boss

September 29, 2014

Gross and Ivascyn square off in an unconstrained bond fund battle. The Pimco saga gets more interesting by the day. Taking on the old boss Pimco's parent stock price drop equates to $400 billion in fund outflows, according to Morgan Stanley....

How gay couples can act on Social Security benefits now

June 19, 2014

As the number of states that recognize gay marriage continues to grow, it is important for financial advisers to be aware of the Social Security benefits that may be available to clients now or in the future. Since the Supreme Court struck down...

DOL fiduciary rule gets it half right on the municipal bond market

July 7, 2016

While some modifications have been made, municipal-bond investors are still left in a potentially tight spot with regard to the Department of Labor's fiduciary rule. To its credit, the DOL seems to be listening to feedback with an open mind,...

Donald Trump's focus on U.S. debt could hurt retirement accounts

May 11, 2016

The flip side of Donald Trump's focus on U.S. debt could hurt ordinary Americans who own more Treasury bonds than any of the better-known holders of our debt, including China, Japan and Saudi Arabia. Americans own almost $5 trillion in U.S....

A DOL fiduciary rule everyone can live with

April 10, 2016

For months, the Labor Department has been assuring members of the financial advice industry and other interested parties that it was listening to them and carefully considering the thousands of comment letters it received about its proposed...

Going under the hood of the new DOL fiduciary rule

April 6, 2016

The Labor Department has just revealed the final scope of a controversial new rule intended to raise investment advice standards on retirement accounts. It's the most significant change in the retirement and IRA marketplace since the ERISA law...

It's time to take a close look at your bond portfolio

July 30, 2015

The Fed dished out another predictable postponement of an interest rate hike yesterday, but we all know a rate hike is coming, and ignoring it is not a plan. The time is now to start evaluating your allocations to fixed income Gold bugs better...

Krawcheck to advisers: 'Middle-aged white guys' must help women get raises

June 25, 2015

The disparity in pay between men and women is a key source of the retirement-savings gap, and an issue that financial advisers should help their clients overcome, former Merrill Lynch boss Sallie L. Krawcheck said Thursday. In a speech at the...

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