8 Tax & Investing Tips for Advisors’ Wealthy Clients
Kimberly Foss of Empyrion offers ways to cut the amount owed Uncle Sam and build up the portfolio.
Military Still Worried About Sequestration, Confident About Repeal
The military spending caps enacted by Congress in 2011 are unpopular among servicemembers, and 80% think they should be repealed.
How Kickstarter Can Help IRA Investors
Self-directed IRA investors who are interested in alternative strategies should explore opportunities with entrepreneurs trying to raise funds, Pensco says.
Adult Children Eating Away Boomers’ Retirement Savings
How much support boomers provide their adult children is a key factor in their retirement preparedness, a report from Hearts & Wallets found.
Fiduciary v. Suitability at Supreme Court, DOL
Obama’s decision to push for a fiduciary standard for retirement advisors while the issue is before the Supreme Court gives proponents a potentially game-changing boost.
Kotlikoff: Social Security’s Rules Ripping Off Recipients
Laurence Kotlikoff talks to ThinkAdvisor about some of the most "devious" among Social Security's 1,728 rules—and why high-income clients ignore them at their peril.
Many HNW Investors Call Themselves ‘Self-Directed,’ Despite Complex Portfolios
Almost 30% of high-net-worth investors consider themselves self-directed, a survey from Cerulli Associates found.
Participants Happy With 401(k) Choices
A survey released in February by TIAA-CREF found that most retirement plan participants are happy with their investment choices, even if they aren’t familiar with all of them.
A Fiduciary Standard May Leave Some Investors Out of Luck
The fiduciary standard may bring a higher level of service to some investors, but it may also inadvertently leave many out in the cold.
Lou Harvey: Obama Just Blew Up Your Business Model; Here’s What to Do
If you’re an advisor focused on retirement, the Obama administration has just blown up your own retirement plan. Dalbar's CEO offers a survival plan.