Lou Harvey: Obama Just Blew Up Your Business Model; Here’s What to Do
If you’re an advisor focused on retirement, the Obama administration has just blown up your own retirement plan. Dalbar's CEO offers a survival plan.
King vs. Burwell: 5 Patches for PPACA if Court Cuts Subsidies
If the Supreme Court kills federal exchange subsidies, what happens on July 1?
U.S. Chamber of Commerce Vows to Use ‘Every Tool’ Against DOL Fiduciary Plan
Meanwhile, ex-EBSA chief Brad Campbell hopes the plan won't block investors from receiving IRA rollover advice.
Cigars, Etc.: Cuban Development on Cuban Terms
Although it is going to take some more time before the U.S. trade and investment embargo is fully lifted, Cuba presents an incredible investment opportunity.
Supreme Court Hints at New Monitoring Rules for 401(k) Plans
U.S. Supreme Court justices suggested they will require 401(k) plans to periodically monitor the investment options they offer.
Obama Budget’s Retirement Savings Cap Targets Wealthy
The retirement savings cap is a relatively small gambit in the budget’s larger effort to raise revenues but is seen as an attack.
Obama Sets Up Social Security Showdown
The White House's 2016 budget contains a proposal to reallocate some payroll tax money from the old-age program to the dwindling Disability Trust Fund.
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.
6 Top Tax Changes for 2015
These are the major changes to the Internal Revenue Code taking effect in 2015.
Even Congress Doesn’t Like the Tax Plan It’s Ready to Pass
Lawmakers, about to pass a short-term deal on tax extenders, know what they’re doing is bad policy. And they’re doing it anyway.