5 Hot Retirement Planning Topics for 2015
QLACs and split 401(k) rollovers are just two of the top retirement planning trends that your clients need to be aware of.
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.
After Obama Address, Battle Lines Are Drawn in Congress
Industry trade groups and lawmakers were quick to weigh in with praise and criticism of issues raised in President Obama's mid-January State of the Union address, namely cybersecurity, the Dodd-Frank financial reform law, taxes and entitlement reform.
Key Congressional Committees Get New Leaders
The start of the new GOP-controlled Congress brings with it new faces to key congressional committees that hold sway over a variety of issues impacting advisors.
CBO Says Entitlements Will Cause Ballooning Deficits
Does that mean reform of Social Security and health care programs is coming? Probably not, says strategist Greg Valliere.
In Broker Harmonization Debate, the SEC Is the Real Problem
The current debate over the regulation of brokers and investment advisors has been raging for almost four years now, ever since President Obama signed the Dodd-Frank Act into law back in 2010.
Lawmakers Push Vote on Spending Bill; SEC Funding Boosted
Lawmakers avert shutdown with a deal late Tuesday, but critics call it a “stealth attack on financial reform.”
Tavakoli Turns Her Fire From Crony Capitalists to Muslim Fundamentalists
New book by structured finance expert discusses the ‘Unveiled Threat’ of a woman who knows how to follow the money.
Campaign Begins to Woo Investors in India After Successful Mars Spacecraft Launch
As investment campaigns go, Indian Prime Minister Narendra Modi’s “Make in India” brainchild had a launch that was literally out of this world.