Annuities and Taxes, Pt. 3: Fixed Annuity Payments & Beneficiary Payments
The Tax Facts Online experts help explain taxation of fixed annuities and payments to beneficiaries.
Camp: Tax Overhaul Is ‘Moving Forward’
Chairman of the House Ways and Means Committee tells Bloomberg TV that despite opposition, he's got “a lot” of GOP and Democratic backers.
Obama’s MyRA Plan Still Irks Some Retirement Planners
Reactions to the proposal ranged from "a step in the right direction" to missing the point to "a bad idea."
Why Advisors Should Watch Obama’s State of the Union Speech
For one thing, your clients (and prospects) may be watching. For another, it's important to understand how the truth gets twisted in Washington.
Canellos Departs SEC, Leaving Ceresney to Lead Enforcement
As was expected, the co-director of Enforcement will leave agency after 4 1/2 years, leaving Chairwoman White’s longtime lieutenant to lead the division.
Will Delaying Social Security Benefits Be a Tough Sell to Clients in 2014?
Retirement planners may have a tough time in 2014 persuading clients to hold off on claiming Social Security benefits until the last year possible.
At Kickoff of Schwab Impact, Optimism Over the Government. Really.
Potomac Research Group’s Greg Valliere expects no repeat of the government shutdown fiasco, and lists three reasons why he’s optimistic about the government.
PIMCO’s Gross Calls for Tax Hike on Rich, Laments 1% ‘Scrooges’
Reading almost like an Occupy Wall Street manifesto, bond billionaire Bill Gross’ latest outlook says it’s time to end lower taxes on capital than labor.
Former Miami Fed Chief Dorothy Weaver Eyes a New Janet Yellen Era
Weaver says Janet Yellen will need to be a consensus builder if she is to succeed as Fed chief.
4 Big Changes to 401(k)s, IRAs in Obama’s 2014 Budget
The president’s budget blueprint proposes a number of reforms that would mean big changes in how retirement is financed.