How are rollovers treated under the DOL fiduciary rule?
You can curb potential abuses by "capturing" rollovers.
IRA assets expected to hit $12 trillion by end of decade
IRA rollovers (traditional, Roth, employer-sponsored) were part of a Cerulli Associates study that revealed some intriguing statistics.
Roth IRA changes to weigh for the 2014 tax year
Newly clarified IRS rules regarding 401(k)-to-Roth IRA rollovers could have tremendous estate planning implications.
Tax and penalty trap: IRS clamps down on 60-day IRA rollovers
Beginning January 1, 2015, IRA owners can only do one 60-day rollover per year, for all of their IRAs.
Cerulli: IRA rollover assets hit $324B
The report advises that record-keepers invest in solutions that “facilitate a positive customer experience.”
First Allied Launching More Platforms Thanks to RCAP, Schorsch
CEO Adam Antoniades describes the latest offerings and says plaintiffs' attorneys are using the media to cast a bad light on the BD industry.
IRA Rollovers Up 7% in 2012, Keep On Rising: Cerulli
In 2013, Cerulli estimates, rollover contributions grew another 11%.
SEC to keep eye on advisors ‘highly successful’ at rollovers
SEC and FINRA give their reasons why rollovers and sales to seniors need heightened scrutiny.
Rollover contributions to hit $470B by 2018
A significant portion of newly rollover-eligible assets actually does roll over in that year, evidence suggests.
The ABCs of IRA rollovers
There are plenty of assets in these plans waiting to be turned into retirement income. That’s where an advisor comes in.