TIAA Calls for More Annuities in Workplace Retirement Plans
Workers face a "guarantee gap" that threatens their retirement security, TIAA says.
Gundlach Says Kashkari to Be Next Fed Chair
The DoubleLine exec predicts the current Minneapolis Fed president will replace Janet Yellen.
Trump Tax Reform Plan Could Roil Small-Business Retirement
While many small-business clients would welcome the lower tax rate for pass-through income, it could hinder these clients’ retirement planning options.
RetireUpPro Offers Real-Time Income Planning
RetireUpPro originated as a response to the Labor Department’s fiduciary rule.
DOL Fiduciary Rule Delay Likely to Be Challenged in Court
Stay or delay? Consumer advocates say Labor actually wants to stay the rule, which it may not have the authority to do.
15 Most Expensive States for Long-Term Care: 2017
Genworth’s annual study on the cost of care nationwide, which includes home care, assisted living facilities, etc., is not reassuring.
With Future Uncertain, Bitcoin Is a Gamble
The IRS allows self-directed IRAs to invest in certain physical assets and property if they’re held by an approved custodian.
GOP Framework Would Raise Taxes for Many of Your Clients
Analyses from the conservative-leaning Tax Foundation and liberal-leaning Tax Policy Center agree that those in the 90th-95th percentiles for income would pay more.
Medicare Rights Center Guide Details Steps for IRMAA Appeals
A free, downloadable guide gives advisors and clients insight on how to appeal a higher Part B or Part D premium.
New York Reminds Student Borrowers to Apply for Loan Forgiveness
Trump has threatened to end the program, but Attorney General Schneiderman notes it's still intact and his office will help New Yorkers wrongfully denied eligibility.