7 Tips for Repaying Student Loans
Now is the time when recent college graduates must begin repaying their student loans, so they should be aware of the do's and don'ts.
Should We All Just Work Longer?
The Center for Retirement Research examines whether working longer is a realistic way to boost retirement prospects for all.
5 New Facts on DOL’s Fiduciary Rule Delay
The most important fact is that you still have to keep up to date on this regulatory project.
Reducing RMDs’ Tax Impact by Using NUA Tax Break
To reduce potential future tax burdens of RMDs, an often-overlooked net unrealized appreciation strategy may benefit younger clients.
12 Best Big Cities for Successful Aging: 2017
Milken ranked 381 metropolitan areas—we focused on big cities here—for elderly adults using metrics not for an active retirement.
How DC Plan Participants Behaved in First Half of 2017: ICI
Only 1.6% of DC plan participants stopped contributing in the first half of the year.
DOL Officially Delays Start of Fiduciary Rule
During the 18-month extension, Labor will decide whether to propose changes to fiduciary rule.
Senate Could Vote on Tax Bill as Early as This Thursday
Trump signals he will be involved in final push; CBO hasn't scored bill yet; some Republican Senators are balking at impact on the nation's debt.
GOP Tax Reform’s Big Winners and Losers: Andy Friedman
As it stands now, the House has passed its version of the tax reform bill, with a Senate vote expected the week of Nov. 27.
Serving and Retaining Mass-Affluent Female Clients
How can you serve your client's needs and help them meet their retirement goals – even when their partners have different priorities?