How a Client's Solo 401(k) Can Become a Mega Backdoor Roth IRA
By Ginger SzalaAfter-tax contributions are the key to using this strategy, says Ed Slott & Co. expert Ian Berger.
August 27, 2021
Advisory Firm to Pay Nearly $2M to SEC Over 12b-1 Fees, Revenue SharingThe firm's mutual fund share class selection practices resulted in an unaffiliated BD receiving three types of fees.
August 27, 2021
CVS Limits Purchases of Rapid Covid-19 Tests, Citing DemandSurging interest in rapid virus tests has made the products a scarce commodity at some online retailers and in certain stores.
August 27, 2021
10 Long-Term Care Insurance Tax Facts to KnowHere's what financial planners should know about the tax implications of long- and short-term care insurance.
August 27, 2021
States Becoming More Lax in Reporting COVID DataPublic health experts are voicing concern about the pullback of COVID information, particularly in states where cases are surging.
August 27, 2021
5 Lessons on Investment Indexes Used by Insurers, Other FirmsLaurence Black wants The Index Standard to do for index-linked product users what Zagat's guides have done for restaurant-goers.
August 26, 2021
Debate: Should Mega Roth IRA Balances Be Capped?Two professors debate whether the IRS should be able to tax any amount of tax-preferred IRAs exceeding an established limit.
August 26, 2021
Study Finds Big Drop in Share of Households With WillsThe share of householders over 50 with a will dropped from 60% to 44% over about two decades, CRR found.