DOL’s Borzi: First Fiduciary Rule FAQs to Focus on BICE
First wave of FAQs due out “very soon” will answer a “couple dozen” questions on the rule’s exemptions, including BICE, Phyllis Borzi said.
Dodging a Pro-Rata Tax Debacle on IRA Transactions
Ignoring the pro-rata rule on retirement plan distributions can turn a nontaxable transaction into a transaction that generates a big tax bill.
DOL Rule Casualty: Commonwealth Drops Commission Retirement Products
Indie BD says the decision was “challenging,” though it makes less than 10% of revenue from commissions on these accounts.
To Attract Students, Colleges Offering Loan Debt Insurance
A student loan debt insurance program may help advisors and their clients with college-age kids narrow down their list of ideal schools.
What Does Divorce Really Cost?
Conducted by volunteers, Second Saturday workshops address the legal, emotional and financial issues of divorce.
5 Big Changes Advisors Should Make by Fiduciary Rule Deadline
It's getting to be crunch time for advisors to ensure compliance with the Department of Labor's fiduciary rule.
4 Ways to Limit Taxes on Retirement Withdrawals
Vanguard investment strategest Colleen Jaconetti talks about the most tax-efficient ways to sequence withdrawals from retirement accounts.
Target-Date Funds Are 'Yesterday's Technology,' Says Stadion's Doherty
Stadion president and CEO Jud Doherty thinks every 401(k) plan will include a managed account option within 10 years.
L Bonds: The High-Yield Alternative Asset You Probably Never Heard Of
GWG Holdings’ L bonds are yielding 5.5%-8.5% for maturities from two to five years, but the bonds are unrated and illiquid.
6 Companies With the Best Retirement Plans
These companies offer their employees a chance at a good retirement, in ways that range from pension plans to generous matching 401(k) contributions.