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Momentum building on tax reform
As senators invite the public to contact them with ideas on tax reform, advisers should speak up
Saving for retirement likely to be harder for small-business owners under tax reform
Take steps to accelerate retirement plan contributions before the enactment of new limits, taxes and rules.
A lot of choices can be a bad thing
Like in the grocery store aisle, Americans are confronted with a dizzying array of choices when it comes…
Adapt investment strategies to pay for long-term care
Retirement expert Mary Beth Franklin details the importance of adjusting client investment portfolios to cover the costs of long-term care.
Don’t monkey around with IRAs
The tax reform proposal put forward by Rep. Dave Camp, departing chairman of the House Ways and Means…
<i>IN</i> Voices
Little love for myRA Washington reporter Mark Schoeff Jr. took the pulse of advisers after President…
A look at today’s generation of online RIAs
Client numbers and assets under management, when available, are drawn from regulatory filings or company officials. Betterment…
Help clients prepare for hurricane season now
With hurricane season upon us once again, it is important to remember one of the enduring lessons of Hurricane Sandy: Natural disasters no longer discriminate on the basis of geography.
Charitable IRA provision: Time is now
Once again, the qualified-charitable-distribution provision is set to expire at year-end. Not taking advantage of this provision could…
Keep your eyes on the calendar
Roth conversion rules allow an investor to re-characterize, or undo, a conversion. This makes sense when the value…
Guidance on taxes lacking for certain alternatives
The boom in alternative investments that began during the 2008 financial crisis as investors scrambled to buy noncorrelated…
Prepare for options and taxes in health law
CERTAIN KEY dimensions of the Patient Protection and Affordable Care Act will go into effect in 2014 despite…
New 401(k) advisers need to think big
For investment advisers seeking to enter the 401(k) business, Gary Josephs’ advice is to go big or go…
Preparing for the next Bronze Age
Two powerhouses from opposite ends of the political spectrum — AARP and the U.S. Chamber of Commerce — held a joint “solutions forum” to tackle the impending retirement crisis.
Surtax strategies can boost Medicare premiums
Advisers and clients might want to take a closer look at the tactics they’re using to mitigate the…
Adding services: More profit or new headaches?
The following is an edited transcript of a webcast, “How to Add Profitable Services to Your Business,” held…
The InvestmentNews/IPA Women’s Forum: In case you missed it
Highlights, headlines and quick hits from the event's top speakers and panels
Execs put on "top hat" plans
Nonqualified deferred-compensation plans are growing again in response to last year's expiration of Bush-era tax cuts, which effectively increased income taxes on high-wage earners.
Hutcheson’s tumble offers lessons
ERISA has teeth, outsourcing takes work are just two.
Estate taxes to be returned to gay couples
Same-sex couples in New York who paid estate taxes can expect to get their money back. The…
