DOL Releases Fiduciary Plan
The DOL's long-anticipated, controversial redraft of its rule to redefine fiduciary for retirement plans is now out for public comment.
20 Social Security Tax Facts You Need to Know
A Tax Facts expert answers questions on Social Security and taxes that many of your clients are likely pondering.
Top 10 Dumbest States for Financial Literacy: 2015
Residents of these places have a lot to learn about money basics.
Avoid an Income-Based Chain Reaction to Reduced Social Security Benefits
A reduction in Social Security checks can cause major planning issues for retired clients, so watch out for Medicare’s two-year lookback.
3 IRA Distribution Mistakes to Avoid
Distributions from IRA accounts often appear to be simple — and they can be — but they also can be surprisingly complex.
10 Best & Worst States for Low-Income Taxpayers
State and local taxes are surprisingly regressive in some states, the Institute on Taxation & Economic Policy and WalletHub report.
Clients' Top Retirement Worry Is Going Broke: AICPA
AICPA polled CPA financial planners about their clients' top retirement-related concerns.
When Stock Appreciates: Rethinking Clients’ GRAT Asset Allocations
Many clients who established grantor retained annuity trusts (GRATs) are now experiencing seller’s remorse—especially those clients who funded a GRAT with appreciating stock.
Easing Millennials’ Investing Fears: Northwestern Mutual
Advisor Chantel Bonneau, a millennial herself, talks about Northwestern Mutual's recent study and how to boost the investing confidence of younger clients.
‘Modern’ DC Plans Have Pension-Like Elements: Vanguard
Employers are taking more of a responsibility in the defined contribution plans offered to their workers, a report issued Tuesday by Vanguard found.