Ed Slott: Yes, IRA Rollovers Are Advice Under New DOL Fiduciary Rule
By Melanie WaddellThat means advisors must know the tax rules for each rollover option, the IRA expert tells ThinkAdvisor.
October 30, 2023
New York, New Jersey Muni-Bond Buyers Reap Net Yields Near 10%In states like California and Texas, investors in the top tax bracket can reap yields ranging from 8% to 10%.
October 30, 2023
Half of Investors More Worried About 2024 Elections Than Market: SurveyA third of investors think recession will ensue if their favored party loses power, Nationwide finds.
October 30, 2023
New Model Shows Rise in Millennial Death RateIn the years just before COVID-19, Americans 25-45 had a noticeable "negative improvement" in life expectancy.
October 30, 2023
FTC to Create Public Data Breach Website for Some Financial FirmsOfficials hope a public database will spur consumers to do more to protect their data.
October 30, 2023
New York Life Launches Hybrid Digital-Advisor Tool for Small AccountsEagle Strategies Prosper Portfolios use ETFs and have a $5,000 minimum.
October 30, 2023
New DOL Fiduciary Rule to Be Released Tuesday: ReportThe rule will be released for public comment at White House event with President Biden attending.
October 27, 2023
Ivanka Trump Ordered to Testify in Father's NY Civil TrialHer appearance is tied to the $250 million civil fraud lawsuit against the former president and his large real estate firm.