10 Big Estate Planning Mistakes of the Rich & Famous
Overlooking estate planning basics can leave heirs facing years of court battles over taxes and who gets what.
Top 9 Biggest Tax Scams of 2013
In 2013, the IRS mailed out fraudulent tax refunds worth $3.6 billion, and these nine were among the worst tax defrauders.
IRS Issues Rollover Guidance
The IRS has issued guidance for employers whose 401(k) plans offer Roth IRA accounts.
IRAs to Hold 35% of All Retirement Assets by 2018: Cerulli
The movement of funds from employer-sponsored DB plans is a natural result of aging baby boomers looking for ways to generate income.
Third of Advisors Will Exit in Next 10 Years
Looking further out, Cerulli said 71% of advisors will leave the business within two decades.
Supreme Court Examines Company-Stock Retirement Plans
Fifth Third Bancorp v. Dudenhoeffer could open the door for more lawsuits aimed at companies offering their own stock in 401(k)s.
5 Messy Financial Firm Breakups—and One Keeping Mum
Sometimes being No. 2, or even No. 1, doesn't guarantee a future with the company.
Cutting Social Security Benefits of High Earners Voted Most Popular Fix
In a poll about the best ways to shore up Social Security, 79% of respondents favored cutting benefits for the top quarter of earners.
8 Super Super Bowl Numbers
From $600 million to the lowly zero, some intriguing numbers behind the Super Bowl frenzy.
12 Best & Worst Broker-Dealer 401(k) Plans: BrightScope
The advisors’ own 401(k) plans at some of these BDs are lacking, BrightScope ratings show.