Investors Prepare for 2015 As Geopolitical Risk Increases
The importance of both political and geopolitical risk have gained further amplitude and raised their profile as key issues for the investment community to consider in 2015.
4 Biggest Changes to IRAs in 2015
If you’re working in the IRA space, you need to know the four most important changes that will take place in 2015.
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.
GOP Blasts User Fees Plan, Tells SEC to Boost Exams Now
Reps. Hensarling and Garrett give SEC Chairwoman White a Dec. 5 deadline to detail how agency will reallocate resources.
Under the Hood: Life Expectancy and Financial Planning
To make an adequate financial plan, you must assume a certain life expectancy for the client. Here's how to get started.
Long-Term Care Premium Deductibles To Increase in 2015
The IRS will once again increase the amounts long-term care insurance customers can deduct from their federal income taxes
IRS Pushed to Crack Down on ‘Mega IRAs’
GAO report offers recommendations to IRS on reining in large retirement accounts with hard-to-value assets.
Ritholtz: Guess How Much Money Bill Gross Made Last Year?
Gross made nearly as much money at Pimco as 20 CEOs combined. Was he worth it? Barry Ritholtz asks.
Help Your Clients Avoid Paying Taxes They Don’t Really Owe
The IRS won't tell you your clients are overpaying since the law assigns the burden of cost-basis reporting to the individual taxpayer.
Fed Will Have to Walk Tightrope to Raise Rates: Voya
Voya Investment Management experts predict “a first-quarter 2016 tightening, earliest December 2015” while Wall Street sees a hike as early as June.