Debate: Should 401(k) Tax Breaks Be Curtailed?
By Robert Bloink and William H. ByrnesCurrent benefits related to DC plans will cost the government $1.4 trillion in revenue over 10 years.
August 19, 2025
Judge Lets Family's Suit Over $67.5M in Life Insurance Move ForwardWhen interest rates rose, the cost of the premium financing used to buy the policies soared.
August 19, 2025
Suze Orman: Time to 'Be Conservative' With Your Retirement PortfolioTaking 4% withdrawals in early retirement could be a mistake now due to the risk of high inflation, Orman tells ThinkAdvisor.
August 18, 2025
Tax Court Rules Against Micro-Captive Case Involving Life and Annuity AssetsThe judge put off deciding whether to apply a 40% penalty related to economic substance questions.
August 18, 2025
Edward Jones Plans Home Office Layoffs This MonthThe firm now has about 9,000 home office employees serving its roughly 20,000 financial advisors and their clients.
August 18, 2025
Most Workers Fear Social Security Funds Will Run DryThey think Congress should raise the Social Security payroll tax rate or raise the retirement age, a Transamerica report says.
August 18, 2025
Billionaire Family Offices Join Berkshire’s UnitedHealth BetSome of the world’s wealthiest people joined Warren Buffett’s firm in buying shares of the embattled insurer in Q2.
August 18, 2025
Vanguard Plans for Its Most Expensive ETFs YetTwo of the actively managed funds will carry expense ratios of 0.35%-0.40%, according to a spokesperson.