WSJ Editorial on Secure Act's 'Stretch IRA' Provision Sparks Debate
By Melanie WaddellEd Slott and other retirement experts debate the bipartisan retirement bill's strict limits on the stretch IRA strategy.
July 18, 2019
Wealth Enhancement Group Adds $1B RIA: Recruiting RoundupMeanwhile, Raymond James brings on two wirehouse teams with over $720 million, and LPL nabs teams with a total of $235 million.
July 17, 2019
House Approves Cadillac Plan Tax Repeal BillThe bill would let Congress repeal the tax without regard to the effects on the federal budget deficit.
July 17, 2019
Global Atlantic Adds Income Planning CampaignThe campaign includes a website for consumers and a site for advisors.
July 17, 2019
HSA Plans Can Offer No-Deductible Blood Pressure Monitors: IRSThe IRS will also let HDHPs put other chronic care products and services in the preventive care package.
July 17, 2019
Effects of Corporate Restructuring on Pension Benefits Not Entirely Clear: GAO"Limited data" is making it hard to understand the full impact on a broad basis.
July 17, 2019
Kestra Launches Succession Planning UnitBluespring Wealth Partners will acquire experienced RIA and wealth management firms with at least $1 million of earnings.
July 17, 2019
Merrill Says RIA Option Is a No-GoIts offerings are "not a strategy that can be delivered on an independent platform," an executive said.