ASPPA, Affiliated Groups Rebrand as American Retirement Association
“Our membership base has expanded dramatically over the past several years,” says ARA's Brian Graff.
Obama Signs Student Aid Bill of Rights
Obama's student loan directive would create a new complaint system for student borrowers and ease loan repayment.
Investors Spend 475 Hours a Year Worrying About Money: Legg Mason
The top three issues investors fear could prevent them from living the lifestyle they want later in life.
How to Handle the NIIT for Trusts and Estates
The impact of NIIT on trusts and estates cannot be understated. The overall tax consequences of this surtax on trusts is likely to be even more profound than on estates.
2015 Tax Cheat Sheet for Advisors and Their Clients
For tax year 2015, there are annual inflation adjustments for more than 40 tax provisions, including the tax rate schedules, and other tax changes.
Kotlikoff: Social Security’s Rules Ripping Off Recipients
Laurence Kotlikoff talks to ThinkAdvisor about some of the most "devious" among Social Security's 1,728 rules—and why high-income clients ignore them at their peril.
Many HNW Investors Call Themselves ‘Self-Directed,’ Despite Complex Portfolios
Almost 30% of high-net-worth investors consider themselves self-directed, a survey from Cerulli Associates found.
4 Key Questions About Roth IRAs and Taxes
Tax Facts experts dive into Roth IRAs to explain the tax regulations involving this popular investment vehicle.
Participants Happy With 401(k) Choices
A survey released in February by TIAA-CREF found that most retirement plan participants are happy with their investment choices, even if they aren’t familiar with all of them.
Finke: Lack of Fiduciary Protection for Elderly Is ‘Insane’
“In the United States, we have a buyer-beware marketplace for products that are very often sold to older consumers,” says Finke. "This is insane."