Longevity Annuities: Their Time Has Come
New rules open a landscape of possibilities for retirees to draw income in their 80s and beyond, Michael Finke writes.
Paid Tax Preparers Should Be Regulated, Consumer Groups Say
More than half of all tax returns are prepared by paid tax preparers, only 40% of whom are subject to mandatory professional standards, coalition says.
Oppenheimer & Co. Fined $20M Over Penny Stocks, AML Violations
Oppenheimer & Co. agreed Tuesday to pay $10 million to Treasury and $10 million to the SEC for penny-stock related misconduct.
Housing Market May Never Recover
Despite government aid, rock-bottom interest rates and enthusiastic overseas buyers, housing may never spring back to its pre-recession levels.
Obama Signals Support for DOL Fiduciary Redraft
As both sides gird for battle over the DOL measure, expected to be released any day now, the White House appears ready to lend support.
Senators Make Push to Regulate Tax Preparers
The Taxpayer Protection Act of 2015 requires preparers to demonstrate competency in preparing tax returns, claims for refunds and related documents.
Hatch Ratified as Senate Finance Committee Chairman
Hatch says he will push for a tax overhaul and to advance his SAFE Retirement Act.
Fixed Indexed Annuities to Hold ‘Bright Spot’ in 2015
Fixed indexed annuities and immediate and deferred income annuities are showing “strong growth,” says the IRI's Cathy Weatherford.
Sen. Hatch’s 2015 Priority: Torpedo DOL Fiduciary Efforts
Sen. Orrin Hatch, who will take over as Finance Committee chairman, says he will reintroduce his SAFE Act, which would halt DOL’s fiduciary overhaul.
Under the Hood: What You Need to Know About HARP Mortgages
The government program to help homeowners who have ‘under-water’ mortgages is still running, and many people remain eligible.