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Displaying 407 results

Topic
  • June 5, 2007

Auto enrollment proposed for IRAs

A bill that calls for many small businesses to automatically enroll their employees in IRAs was introduced recently.

Topic
  • June 5, 2007

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.

Topic
  • June 5, 2007

Bills target inflation, capital gains

Companion bills on Capitol Hill aim to take inflation into consideration when it comes to long-term capital gains.

Topic
  • June 5, 2007

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.

Topic
  • June 5, 2007

Push to privatize Social Security

A House bill recently introduced revives past congressional efforts to create private Social Security accounts for workers.

Topic
  • June 4, 2007

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…

Topic
  • June 4, 2007

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…

Topic

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…

Topic

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…

Topic
  • May 29, 2007

Nominate an adviser

Do you know an adviser who has dedicated time and effort to improving their respective community and who…