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SEC puts emphasis on retirement savers in 2015 exam priorities
This year, the regulator says it will explore risks associated with increasingly popular alternative investments designed to generate high yields amid low interest rates “as investors are more dependent than ever on their own investments for retirement.”
The other kind of diversification
A well-thought-out plan that takes into account tax-efficient withdrawals can be key for retirees.
How to perfectly time your clients’ Medicare enrollment
Decisions on Medicare enrollment carry a meaningful financial impact, are closely tied to Social Security choices
The cruelest month: IRS doesn’t mess around in April
Fraud prosecutions remind the public of the agency's enforcement muscle.
Focus Financial invests in $600 million wealth manager
Deal comes amid slowdown for large investors in financial advisory firms.
Employer objections stand in way of 401(k) plan success
Advisers can adopt strategies to counteract arguments against trying to maximize contributions
More companies than ever avoid paying taxes
A record 54 companies in the S&P 500 are now at least partially exempt from the corporate income tax, more than twice the number four years ago.
Did Social Security slice benefits for people with disabilities?
A minor change in the Social Security Program Operations Manual System late last year resulted in what some advocates call an 'outrage.'
Saving for college got tougher last year
Average savings level of $10,040 is lowest in three years as cost of living, lower earnings squeeze out savings.
Millennials are shunning financial advice
Breakfast with Benjamin: Millennials don't really care about financial advice, which is a boon for robo-advisers, but a bad sign for the advice industry.
Affordable Care Act not a problem for taxpayers: IRS chief
Commissioner John Koskinen says agency is still struggling to stop identity theft
Plaintiffs appeal decision in Fidelity case on 401(k) float income
Attorney says 'judge got it wrong' in deciding in favor of the mutual fund giant.
Procrastinate, and your tax-preparer may fine you
Accountants reveal their tactics for avoiding the last-minute jam
Thinking about going into business on your own?
Tax tips and guidelines: Above all, deduct
What empty nesters don’t know about retirement
With the kids gone, will you tend to spend less or more? Even the experts aren't sure.
Who wants to service a tiny retirement plan? This guy.
Retirement plan consultant builds service for plans with less than $2M in assets.
Use tax time to focus on retirement
This time of year is perfect for getting clients to contribute to their nest eggs and save on taxes
Lifetime retiree health care cost projections up 6.5%
Average costs could exceed Social Security benefits in the future.
Bigger & Better
Scott Hanson has achieved a level of success and fame uncommon among financial advisers. He has a following…
Ameriprise to pay $27.5 million settlement in 401(k) fiduciary breach suit
Firm denies allegations made by its own retirement plan participants in four-year-old case that was set to go to trial April 13.
