HSAs: The Retirement Savings Tool Most Clients Aren't Using (Yet)
Health savings accounts combine the tax advantages of 401(k)s and Roth IRAs, making them an effective way to save for health costs in retirement.
DOL Fiduciary Rule Hits BDs’ IT Budgets, Product Lines
“Broker-dealers have to make a lot of very difficult, and in some cases expensive, decisions,” ERISA lawyer Fred Reish says.
8 Best Foreign Retirement Destinations
The Retire Overseas Index identifies some lesser-known cities and regions for retirees to explore.
Health Care Expenses for Retired Couples Hit Record $260,000: Fidelity
That's a 6% increase over last year, Fidelity reported. Meanwhile, HSAs' popularity is soaring.
Cutting Small-Business Health Coverage Risks With HMRAs
A traditional HRA with an employer health matching reimbursement account (HMRA) can provide a solution for small-business clients.
Social Security Turns 81
The program helps to finance the retirement of more than 40 million Americans but needs fixing to avoid payment cuts of 25% by 2034.
Lebenthal to Exit Wealth, RIA Business
The closing follows the departure of YorkBridge Wealth Partners, a group with $750 million in assets that moved to Dynasty.
LPL Sees Big Uptick in Recruited Reps
A large number of advisors moved to the IBD from Cetera Financial, Advisor Group and other broker-dealers.
Should You Hoard Cash Before the Election?
Gary Shilling suggests cash allocations of 30% to 50%; S&P's Sam Stovall says holding cash makes sense. But there are less dramatic ways to speculate.
Top Portfolio Products: Additions and Subtractions for Direxion ETFs
Direxion announced two new ETFs plus splits for five ETFs that rallied sharply and reverse splits for four that suffered large losses.