Required Minimum Distributions
Keep up with the latest changes affecting required minimum distributions and how they affect your clients, including those tied to 401(k)s plans, IRAs and annuities, as well as the best RMD strategies.
Fed Stress Tests Force 6 U.S. Banks to Scale Back Dividends
By Yalman OnaranJPMorgan Chase reduced its proposed payout; Goldman Sachs and Morgan Stanley froze them at last year's levels.
August 04, 2016
Restructuring minimums can help new and seasoned agentsSmall clients represent an optimal training opportunity for new agents.
May 09, 2016
PPACA coverage cops are calling your group clientsEmployers can file appeals when exchanges find they fail to provide "minimum essential coverage," officials say.
November 23, 2015
Hatch: HHS blew through its own PPACA deadlineHealthCare.gov was supposed to start sending employers notices about employee APTC requests two years ago.
September 08, 2015
In-Plan Roth Accounts: What Advisors Need to KnowUnderstanding the differences between in-plan Roth accounts and traditional Roth IRAs is increasingly important for advisors.
August 26, 2015
MLP Distributions Not Tied to Oil Prices: ExpertsIn the past 12 months, midstream MLPs have boosted distributions 7.5%, despite the rapidly falling price of crude.
July 17, 2015
Have clients wanting to defer RMDs? MetLife offers a solutionA QLAC version of MetLife's Guaranteed Income Builder now lets seniors defer a portion of their RMDs and income tax.