Economy & Markets
The important economic and stock market news that advisors need to know.
Happy 60th Birthday. Time to Reduce Future RMDs.
By Robert Bloink | William H. ByrnesTraditional retirement accounts are "unlocked" at age 59.5, opening a window to act before RMDs start at 73.
April 16, 2024
Critics Continue Fight Two Unpopular Social Security ProvisionsSocial Security's windfall elimination provision and government pension offset rules can be particularly hard on surviving spouses.
April 16, 2024
10 Cheap Stocks With Reliable Dividends: MorningstarCompanies on the index that are currently undervalued were screened for quality and durable payouts.
April 16, 2024
Two-Thirds of Pre-Retirees Expect to Work Past 65Here's how advisors are helping them, according to a Nationwide survey.
April 16, 2024
Morgan Stanley's Wealth Revenue Tops EstimatesPlus, net new assets for the unit in Q1 were $95 billion — higher than the previous two quarters combined.
April 16, 2024
Life and Annuity Issuers Could Help Break the Banks: EconomistsA working paper details potential problems at mutual funds, pension plans and broker-dealers, as well as insurers.
April 15, 2024
12 Most Dynamic U.S. Metro Areas: 2024The metro that topped last year's ranking has plunged to No. 29.
April 15, 2024
Debate: Should the Government Force Mega-RMDs on Massive Retirement Accounts?A proposal in Biden's budget targets those who have saved at least $10 million in tax-preferred funds.