Auto enrollment proposed for IRAs
A bill that calls for many small businesses to automatically enroll their employees in IRAs was introduced recently.
Charities could land more IRA rollovers
Companion bills on Capitol Hill would make permanent a temporary tax-code provision that lets certain taxpayers make tax-free gifts to charities from their IRAs.
Bills target inflation, capital gains
Companion bills on Capitol Hill aim to take inflation into consideration when it comes to long-term capital gains.
Bills would tighten capital gains rules
Companion bills renew a past congressional attempt to make it harder for taxpayers to avoid paying capital gains taxes on certain investments.
Push to privatize Social Security
A House bill recently introduced revives past congressional efforts to create private Social Security accounts for workers.
Spending up in April; job data strong in May
Consumers continued to spend in April, while employment numbers grew last month, signaling that the economy still is…
How to resolve issue of charging double
Has anyone addressed a situation in which a client who has recently been charged fees by advisers who…
Delay on broker-dealer rule is warranted
The Securities and Exchange Commission has asked the U.S. Court of Appeals for the District of Columbia Circuit…
Time is right to recast 12(b)-1 fees
Nobody ever said the folks at the Securities and Exchange Commission had an easy job, and the degree…
Nominate an adviser
Do you know an adviser who has dedicated time and effort to improving their respective community and who…