10 Things to Know About How Investments Are Taxed
Among the investment products advisors recommend to their clients, mutual funds and ETFs top the list, so it's vital to understand their tax implications.
History Lessons in Investment Folly
The past provides keys to portfolio protection.
Obamacare Wins U.S. Bond Converts as Slowing Costs Tame CPI
Regardless of what Americans think about Obamacare, reining in health care costs is winning the support of investors in U.S. Treasuries.
Supreme Court Ponders Changing the Rules on Nonspousal Inherited IRAs
In June, the justices are expected to rule on whether nonspousal inherited IRA funds can be exposed to creditor claims in bankruptcy proceedings.
Honeymoon’s Over: Helping Gay Couples Manage 2013 Tax Hikes
Accountant and lawyer Janis Cowhey McDonagh helps same-sex married couples, and all taxpayers, navigate the myriad changes that went into effect this year.
At Last Minute, IRS Gives Gay Couples Health Care Tax Break
The government says legally married same-sex couples can claim tax benefits this year if they’re enrolled in an FSA, HSA or cafeteria plan.
In Advisors’ Year-End Reviews, Don’t Skip These Key Points, ING Urges
Bob Kaplan, ING U.S.’s national retirement consultant, outlined for advisors the key points they should address with their plan sponsor clients in their year-end reviews.
The U.S. Economy Is Stuck in the Past
A backward-looking society underinvests in the future.
New Hire Roundup: FPA Welcomes David Brand Back to the Fold
Also this week, Securities America names a director of practice succession and acquisition and a new member for its recruiting team, while an SEC litigator joins WIlmerHale.
How to Market to, and Meet the Needs of, Same-Sex Couples
Three suggestions on how to market to same-sex couples, three key planning issues you should address and a checklist (good for domestic partners, too) to put it all together.