Insured Retirement Institute Updates Annuity Sellers' Handbook
By Allison BellThe association's free reference work defines what all the industry words mean, in plain English.
March 06, 2024
Tax Court Rules on New Secure 2.0 Limits for IRA-Related PenaltiesNew time limits on penalties for excess IRA contributions and missed RMDs are not retroactive, the court ruled.
March 06, 2024
CFP Board Launches 'Wealth Is Women's Work' Scholarship ProgramThe program aims to cover part of the exam fee for young women hoping to become CFPs.
March 06, 2024
New House GOP Budget Includes Fiscal Commission to Mull Social Security CutsThe budget resolution "will be DOA in the Senate," a Social Security advocate says.
March 06, 2024
North Carolina Primary Voters Pick Insurance Commissioner NomineesThe Democratic challenger is hoping voters are angry about insurance prices.
March 06, 2024
13 Cheap Stocks With New Dividend Hikes: MorningstarRaising dividends can be a sign of a company's confidence in its future finances, Tom Lauricella writes.
March 06, 2024
SEC Scales Back New Pollution-Disclosure RulesUnder the final rules, publicly traded companies have to disclose actual or potential material impacts of climate-related risks.
March 06, 2024
On 529-to-Roth Rollovers, Advisors Await IRS Answers, With a ShrugWhile open questions remain around these rollovers, some advisors say there are better ways to save for college.