Working Past 70½? Skip the 401(k) RMD Without Penalty
For clients working past age 70½, there is an exception allowing them to defer their 401(k) RMDs until retirement, Professor Robert Bloink says.
Help Millennials Understand, and Use, the New Life Options
People in their 20s and 30s can be great clients, if you recognize that they're still growing.
Lawmakers ‘Taking a Fresh Look’ at Savings Vehicles in Tax Reform
In the tax package, “you’re going to see more incentives for more Americans to save,” Ways and Means Chairman Kevin Brady said.
Bank Financial Consultant Productivity Improves: Stathis
Revenue from one-time transactions fell, but recurring revenue soared.
Hartford to Acquire Aetna Group Life and Disability Unit
About 1,800 Aetna employees will become Hartford employees.
5 Ways to Qualify for Abatement of IRS Penalties
Here's more of the background knowledge you need to talk to tax professionals.
2 Biggest Reasons Clients Trust Their Advisors
Vanguard assessed 32 skills, practices and behaviors for their effect on client trust. Interestingly, financial planning ability barely cracked the top 10.
3 Forces Molding the Small-Group Health Market Now
A portal founder looks at what might shape 2018 benefits business deals.
9 New 2018 Tax Numbers to Know
Here are IRS updates that will affect insurance, estate and annuity planning.
7 Things to Know About IRS Private Letter Rulings
Some clients have cases that defy off-the-shelf solutions.