LPL Schools Hybrid RIAs on Rollovers
The IBD just clarified its “education-only” policy tied to advisory accounts.
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.