Forget Health Care, Focus on Tax Reform: Bob Doll
The Nuveen strategist forecasts “a modest up market” despite a bumpy ride in Washington.
Ryan Pulls Bill to Repeal Obamacare; Says Tax Reform Now in Danger
Speaker Paul Ryan House said too many Republicans were not supporting the repeal bill.
Lipper Names Top Fund Managers of 2017
A variety of groups top the overall categories, but two groups dominate in target date allocation.
Raymond James Names New Head of Financial Institutions Group
The group has 725 independent advisors based in more than 200 banks and credit unions.
9 Facets of Limited-Life Foundations’ Plan to Spend Down
Some foundations set an end date on their largesse in order to have a greater impact.
The Taxation of Precious Metals and Collectibles
Our Tax Facts experts answer questions on the tax treatment of these alternative investments.
Texas BD to Pay $100K Fine, Repayments to Seniors It Fleeced in Massachusetts
In one case, a senior client in the final stage of terminal cancer had almost all of her assets put in a variable annuity.
Two in Five Americans Say They’ll Need $1M to Retire
A new survey finds our expectations at odds with the financial reality of today’s retirees.
Trump Education Department Now Allows Big Collection Fees on Defaulted College Loans
The new guidance affects loans from lending institutions made before the feds took over the student loan program in July 2010.
Qualified Longevity Annuity Contracts and Retirement Planning
The experts at Tax Facts discuss QLACs, a type of annuity in retirement accounts that meets certain IRS requirements.