Military Still Worried About Sequestration, Confident About Repeal
The military spending caps enacted by Congress in 2011 are unpopular among servicemembers, and 80% think they should be repealed.
How Kickstarter Can Help IRA Investors
Self-directed IRA investors who are interested in alternative strategies should explore opportunities with entrepreneurs trying to raise funds, Pensco says.
Adult Children Eating Away Boomers’ Retirement Savings
How much support boomers provide their adult children is a key factor in their retirement preparedness, a report from Hearts & Wallets found.
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.