After Advisor Outcry, TD Ameritrade Delays New Fees on Popular ETFs
TDAI president Tom Nally tells ThinkAdvisor that the original timeframe for the transition period was a “miss on our part.”
Nearly 1 in 5 Pension Plans Are Overfunded
Rising variable rate premiums powerfully influence plan sponsors and their strategies, NEPC reports.
Working Past 70½? Skip the 401(k) RMD Without Penalty
For clients working past age 70½, there is an exception allowing them to defer their 401(k) RMDs until retirement, Professor Robert Bloink says.
10 Surprisingly Great Places to Retire in the US
Here are 10 cities ranked by U.S. News & World Report, some of which have likely never made such a list before.
Lawmakers ‘Taking a Fresh Look’ at Savings Vehicles in Tax Reform
In the tax package, “you’re going to see more incentives for more Americans to save,” Ways and Means Chairman Kevin Brady said.
Tax Reform Won’t Hit 401(k)s, Trump Says
Trump’s tweet that there will be "no change" comes as GOP lawmakers mull capping 401(k) contributions at $2,400 a year.
Thinking About Private Equity in a Retirement Portfolio? Read This First
Despite risks associated with PE investments, the sector may be worth exploring as part of a retirement strategy for those willing to do the homework.
Trump Says He May Pick Taylor and Powell for Fed Leadership Seats
‘They’re both very talented people,’ he tells Fox Business; it is unclear which candidate would be chairman and which would be vice chair.
Trump Advisors Lean Toward Taylor or Powell for Fed
Yellen is said to fare well in interview with the president, who hasn’t yet made his choice from slate of five contenders.
E-Trade to Buy Trust Co. of America
The deal brings E-Trade $17 billion in institutional assets. Michael Kitces and others speculated about how the $275 million price was agreed upon.