A Closer Look at the DOL's Proposed Rollover Rule
By Thomas D. GiachettiThe updates would maintain a commitment to ensuring that fiduciary advice is provided in retirement investors' best interest.
November 30, 2023
Don't Forget These IRA, 401(k) Planning Tasks Before Year-EndDec. 31 is the 2023 deadline for RMDs, QCDs and other retirement planning moves.
November 27, 2023
Don't Overlook Post-Retirement Roth Conversion BenefitsThe need to identify tax-savvy financial planning strategies doesn't disappear once clients stop working.
November 20, 2023
Debate: Will the New DOL Fiduciary Rule Hurt Retirement Investors?Two professors disagree on the extent to which advisors would limit their counsel should these protections be enacted.
November 15, 2023
New Tax Credit Boosts Appeal of Used Electric CarsFor taxpayers who qualify, the Section 25E credit can make buying a used electric vehicle more affordable.
November 13, 2023
Supernerds Unite Against Dave Ramsey's 8% Safe Withdrawal Rate GuidanceRamsey blasted retirement researchers as "goobers" living in their moms' basements, but his spending advice is dangerous.
November 13, 2023
'Protected' vs. 'Guaranteed': The Same … But DifferentAdvisors tend to think the term "guaranteed" resonates more with consumers, but that's not the case, research finds.
November 08, 2023
Proposed DOL Standard Would Greatly Expand Fiduciary ReachThe new rule would make major changes to the five-part test for fiduciary status.