Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
DOJ Says DOL Fiduciary Rule Delay Coming Wednesday
By Melanie WaddellIn court filing, DOJ says OMB review of Labors draft fiduciary rule is "nearly complete."
April 04, 2017
What Are Taxes on a Lump Sum Payout of an Annuity?Find out the tax consequences when an annuity owner takes the lifetime maturity proceeds or cash surrender value in a lump sum cash payment.
April 03, 2017
Consumers Rate Most Trustworthy Financial Firms: Hearts & WalletsHearts & Wallets released a survey that identified which financial institutions consumers were more likely to trust.
April 03, 2017
Despite DOL Fiduciary Suspension, Merrill, Morgan Stanley Roll Out ProductsDespite the delayed applicability of the DOL fiduciary rule ordered by President Trump, advisors are providing guidance to small-business owners looking to offer 401(k)s.
March 31, 2017
CBO: Social Security, Medicare to Eat Up More Federal SpendingEntitlement spending for people 65 and older is on track to be about half of all federal noninterest spending by 2047, the CBO says.
March 30, 2017
Senate Moves to Block Retirement Plans Run by States, CitiesThe action follows resolutions passed in the House to roll back what GOP lawmakers say are "misguided" Obama-era rules.
March 30, 2017
FINRA to Protect Senior Investors With 2 New RulesFINRA says temporary holds and extra contact information are critical to preventing financial abuse.
March 28, 2017
IRS Issues Excise Tax Relief Related to DOL Fiduciary RuleThe guidance syncs IRS enforcement of excise tax rules on prohibited transactions with DOL's temporary enforcement policy.