How Does the CARES Act Impact Retirement Planning?
By Roger WohlnerLegislation changes around RMDs, charitable giving and Social Security may impact your client's retirement planning.
June 13, 2020
Government COVID-19 Map Looks GreatOne question is why the map is clearing as states like Arizona and Florida continue to report many new cases per day.
June 13, 2020
IRS Posts Annuity Advisory Fee Letter Rulings With a TwistThe IRS showed a 1.5% annual fee cap in the old letter rulings. Officials have left the annual cap out of the new rulings.
June 13, 2020
HHS to Let Agents Reject Gay Medicare and Exchange Plan ProspectsNew final regulations will also let insurers, doctors and hospitals deny service to LGBT people.
June 12, 2020
Barred Broker Took Money From Veteran: SECStarting in 2015, Frederick Stow sold securities and moved funds from the account 74 times, the SEC says.
June 12, 2020
Kitces: How Your Web Presence Helps Convert Referrals to ClientsClients referred to an RIA are going to look that advisor up online, so they better like what they find, he says.
June 12, 2020
FINRA Bars Ex-J.P. Morgan Rep for Taking Money From Clients' Bank AccountsThe former broker admitted to withdrawing $144,000 from 3 customers, two over 90 years old, for his personal use, FINRA says.
June 12, 2020
56% of Businesses Sought PPP Loans: AICPA SurveyThe program is supporting "more than 75% of the small-business payroll in all 50 states," Treasury Secretary Steven Mnuchin said.