Income Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful retirement income plans.
Raymond James, Ameriprise Keeping Commissions in Retirement Accounts
By Janet LevauxThe two BDs, which have nearly 17,000 advisors, wont relent to DOL fiduciary rule, insisting that investor choice is paramount.
October 27, 2016
The Next 10 Years Will Be Ugly for Your 401(k)We expect about a 5% return on our investments; a Research Affiliates report tells us we should start getting used to disappointment.
October 26, 2016
On the Ballot: Key State and Local Tax ProposalsIn several states, Election Day will mean more than choosing a president, it will involve voting on initiatives to increase state or local taxes.
October 25, 2016
Dodging a Pro-Rata Tax Debacle on IRA TransactionsIgnoring the pro-rata rule on retirement plan distributions can turn a nontaxable transaction into one that generates a big tax bill.
October 25, 2016
DOL’s Borzi: First Fiduciary Rule FAQs to Focus on BICEFirst wave of FAQs due out very soon will answer a couple dozen questions on the rules exemptions, including BICE, Phyllis Borzi said.
October 24, 2016
What Does Divorce Really Cost?Conducted by volunteers, Second Saturday workshops address the legal, emotional and financial issues of divorce.
October 24, 2016
5 Big Changes Advisors Should Make by Fiduciary Rule DeadlineIt's getting to be crunch time for advisors to ensure compliance with the Department of Labor's fiduciary rule.
October 24, 2016
DOL Rule Casualty: Commonwealth Drops Commission Retirement ProductsIndie BD says the decision was challenging, though it makes less than 10% of revenue from commissions on these accounts.