Dealing With Rollovers Under the DOL Fiduciary Rule
Here's how things could work if the rule comes back to life.
Retirement Assets of Many Households Fell Between 2013 and 2016: CRR
The Center for Retirement Research reports that assets fell for households headed by someone age 35 to 54 and rose for older households.
3 Types of Designated Beneficiaries You Must Understand
The rules for spouses, unmarried partners and children are different.
IRA Beneficiary Designation Forms
So, you think the client's will or trust governs IRA beneficiary selections? Uh oh.
Required Minimum Distributions and an Account Holder’s Death
IRC Section 401(a)(9) spells out the rules that govern what happens to the account value.
12 Key Factors for Blended Families in IRAs, Qualified Retirement Plans
Sometimes, you get Ozzie and Harriet. Other times, you get the Brady Bunch.
When Should Small Businesses Convert SEPs to 401(k)s?
Some small business owners may have started out with a SEP IRA for convenience, but circumstances change.
IRA Rollover Traps Lurk Under DOL Fiduciary Rule
Advisors must proceed with caution when discussing a client’s existing retirement assets to comply with the rule or avoid its application entirely.
LPL Schools Hybrid RIAs on Rollovers
The IBD just clarified its “education-only” policy tied to advisory accounts.
Six reasons Gen X lags in saving, planning for retirement
The uneasy financial situation that Gen Xers and millennials currently face is vastly different from what their baby boomer parents experienced at the same point of their lives.