Secure Act Quirk Opens a Tax Savings Window in IRAs
By Janet LevauxPlanner and CPA Jeffrey Levine finds that declining to take a deduction could pay off later.
January 06, 2020
Horizons Nasdaq-100 Index ETF Strategy Adjusted: Portfolio ProductsAlso, Advicent launches NaviPlan 19.3 financial planning software.
January 03, 2020
What Killing of Top Iranian General Means for Markets, Oil"There's a reason, finally, for caution in the stock market," Greg Valliere says.
January 03, 2020
Kitces Is Confident That Lawsuits Will Squash Reg BIThe suit filed by Kitces' XY Planning Network is on track to be decided before the rule's June 30 compliance date.
January 02, 2020
TD Ameritrade Faces Temporary Website OutageThe brokerage firm corrected the problem Thursday morning.
January 02, 2020
Vanguard Drops Trading Commissions; Kitces Explains 'Amazing' Race to ZeroIn the popular blogger's telling, Vanguard's show of power is the latest in a war that TD Ameritrade started two years ago.
December 31, 2019
What Advisors Expect From Markets, Clients in 2020 and BeyondAn SEI survey finds that few prioritize improving the investor experience as a top goal for the year ahead.
December 31, 2019
TD Ameritrade Fined $250K for Options IssuesFirm allegedly mismarked some 1.5 million options orders sent to exchanges, resulting in about 500,000 mismarked orders.