RIIA Spring Conference: Putnam’s Reynolds Calls for FDIC-Like Lifetime Income Agency
As Reynolds said that a government agency would protect retirees and boost confidence in these income funds, he also unveiled Putnam's plan for a suite of retirement income funds.
Phil Demuth, Advisor and Bestselling Author, on Why Roth Conversions Are Falling Flat
It was supposed to be the perfect confluence of events. Tax law changes embedded in the Tax Increase Prevention and Reconciliation Act of 2005 lifted income restrictions on those converting from Traditional IRAs to Roth IRAs in 2010.
Weekend interview: Phil Demuth, advisor and bestselling author, on why Roth conversions are falling flat
It was supposed to be the perfect confluence of events. Tax law changes embedded in the Tax Increase Prevention and Reconciliation Act of 2005 lifted...
Conversions of Roth IRAs Can Build Charitable Legacy
Using a 2010 Roth conversion to enhance charitable giving benefits clients and advisors alike