Ed Slott: Hold Off on Backdoor Roths, and More Tips for Tax Season in 2022
By Melanie WaddellThe IRA and tax whiz offers guidance for advisors dealing with legislative uncertainty, RMD changes and other challenges.
February 09, 2022
Do RMDs Work Better Than the 4% Rule?Michael Finke, David Blanchett and Christine Benz discuss whether this variable spending approach is more realistic for retirees.
February 07, 2022
Market Volatility Ahead? What to Know About the Cboe VIXHere's how it works, what it says about markets, and what it means for advisors and clients.
February 04, 2022
Big DOJ Probe Looks at Almost 30 Short-Selling Firms and AlliesAs part of the probe, the FBI seized computers from the home of Andrew Left, the founder of Citron Research, some sources said.
February 04, 2022
Will the SEC Ban 12b-1 Fees?Their use is declining as the SEC targets conflicts of interest. But are they a "lesser evil"?
February 01, 2022
10 Things Advisors Should Know About Grantor TrustsGrantor trusts can help clients reduce estate taxes and keep their estate out of probate. Just keep these things in mind.
January 31, 2022
Merrill's New Training Program: Less Selling, More Coaching, Plenty of SkepticismCan Merrill meet its goal of graduating 1,000 new advisors a year? Will they stick around? Recruiters have doubts.
January 31, 2022
60/40 Portfolio Set for Worst Loss Since March 2020The Bloomberg 60/40 index has lost 5.4% in January, its worst showing since the start of pandemic lockdowns.