9 Ways to Save on Taxes in Retirement
No matter how much your clients have saved for retirement, a tax break will help them stretch every retirement dollar.
If Trump Wants to Kill DOL Rule, He’d Better Act Soon
For stakeholders against the DOL fiduciary rule who are hoping the Trump administration will intervene, time is running out.
The Roth Annuity: A Bright Star in Annuity Investing
Adding a Roth IRA can eliminate or reduce the impact of the downsides of an annuity investing strategy and can improve the future tax scenario.
Ex-Prosecutor Emerges as Top Trump Pick for SEC Chief
Like Mary Jo White, departing in January, Debra Wong Yang was a federal prosecutor, but Yang has no securities experience.
Natixis Plans First Target-Date Suite Focused on ESG: Top Portfolio Products
In other product news, Hartford Funds reduces fees on four of its strategic beta ETFs.
CEOs’ Retirement Stashes Seen Flourishing Under Trump Tax Cuts
CEOs are poised to collect an additional retirement windfall if President-elect Donald Trump succeeds in cutting the taxes of the highest U.S. earners.
DOL Fiduciary Rule's Fate: 3 Possible Scenarios
Even if the Trump administration decides to delay or withdraw the rule, rollovers will continue to be a focus of regulators, attorney Fred Reish says.
Optimizing Clients’ Charitable Giving This Season
Clients’ portfolios have done well this year, so charitable giving seems appropriate. But what’s the best way to practice philanthropy?
4 Top Ways Workers Use Company Stock Plan Funds: Fidelity
Fidelity poll finds employees often overlook this workplace benefit.
6 Economic Predictions for 2017: SIFMA
The forecast “begins to reflect people’s expectations of fiscal and trade policies under the Trump administration.”