IRS Seeks to Adjust RMDs for Longer Lives
By Melanie WaddellThe proposed regs "recompute required distributions from IRAs, 401(k)s, and similar plans," says former tax attorney Andy Friedman.
November 07, 2019
Opportunity Zones Under Fire in CongressLawmakers are introducing bills and initiating investigations focused on alleged preferential tax treatment for billionaires and the well-connected.
November 07, 2019
50 States of 2020 Medicare Advantage Pricing Power DataHere's a different way to look at Medicare Advantage enrollees' premium payments.
November 07, 2019
Merrill to Boost Payouts for Retiring AdvisorsThe wirehouse says it aims is to invest more in succession planning for its current reps and less on recruiting of veteran advisors.
November 07, 2019
Raymond James, Steward Add Merrill Reps With $1B: Recruiting RoundupMeanwhile, Kestra Private Wealth, KMS Financial Services and LPL Financial announce their latest hires.
November 07, 2019
Life Distributor Event to Feature an RIA PanelNAILBA's 38th annual meeting will also feature a CEO panel, and analysis of 16 life and annuity illustrations.
November 07, 2019
Older Consumers Keep Submitting More Life Applications: MIBConsumers ages 60 and older continued to keep the U.S. life insurance market growing in October. Individual life application activity was 1.4% higher…
November 06, 2019
Advisors Are (Mostly) Upbeat About the Future: SchwabThe vast majority of advisors expect continued industry growth, according to Schwab's latest Independent Advisor Outlook Study.