Year-End Roth IRA Planning: 4 Reasons to Convert in 2021
By Roger WohlnerThe proposed elimination of the backdoor and mega backdoor Roth creates additional year-end planning issues this year.
October 12, 2021
BofA Warns of 'End to 60/40' PortfoliosThe recent synchronized selloff of equities and Treasuries could be just the start of what's to come for the popular stock-bond portfolio strategy, strategists warn.
October 11, 2021
Everything You Need to Know About Ark's Space ETFThe holdings in the Ark Space Exploration and Innovation ETF might not be what your clients expect.
October 11, 2021
Trendspotter: Demand for Guaranteed Retirement Income Is SurgingSteve Vernon, David Blanchett and Wade Pfau outline several ways advisors can help clients generate income for life.
October 11, 2021
Gensler's Terrible 10: SEC Rules That Make Wall Street TrembleThe SEC chair is laying out one of the most ambitious agendas in the SEC's 87-year history -- some 49 proposals, many already drawing opposition.
October 08, 2021
3 Reasons the Annuity Party Could Keep GoingThe light at the end of the tunnel could be sunshine.
October 08, 2021
Super Rich Now Hold More Wealth Than All of the Middle ClassThe top 1% represents about 1.3 million households who each roughly make more than $500,000 a year.
October 07, 2021
Tax Plan's Limits on Alts in IRAs Wouldn't Just Hit the WealthyAccredited investors who aren't wealthy could lose their only practical means of accessing some alternative investments.