8 Tax & Investing Tips for Advisors’ Wealthy Clients
Kimberly Foss of Empyrion offers ways to cut the amount owed Uncle Sam and build up the portfolio.
DOL’s Authority to Define Fiduciary Questioned
"Please explain to us how ERISA gives DOL jurisdiction over an individual’s relationship with a personal investment advisor,” said Rep. Hal Rogers, R-Ky.
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The military spending caps enacted by Congress in 2011 are unpopular among servicemembers, and 80% think they should be repealed.
6 Tax Questions on Deferred Annuities You Need Answered, Pt. 1
Tax Facts experts dive into deferred annuities to explain the tax regulations involving this popular investment product.
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.
Top 20 Companies for Annuity Sales: 2014
The top 10 variable annuity companies accounted for almost three-fourths of total VA sales in 2014.
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.