President Barack Obama's health plan proposal would extend Medicare taxes to the investment income of higher-earning households.
Move aimed at helping to open up a dialogue between high-income investors and their advisers
For advisers and their clients, making a fully informed, balanced decision not to convert to a Roth IRA is — unequivocally — a legitimate choice.
Roth IRA conversions should be discussed with most investors this year as part of their overall retirement planning strategy.
With regulators and lawmakers continuing to scrutinize the blowup of target date funds in 2008, AllianceBernstein LP is adding a component to its lineup of target date funds aimed at managing market volatility better.
State decides to go with Union Bank and Trust, instead
A new proposal targeting tainted investment advice would affect millions of workers.
The publicity surrounding the debacle of Anna Nicole Smith’s estate highlights the importance of careful estate planning, according to financial advisers, but the errors she made are quite common and are easily remedied.
Upper-income investors are taking advantage of a change in the tax law and rushing to convert their traditional individual retirement accounts or old 401(k) plans into Roth IRAs.
Workers are feeling confident about being able to pay for their basic expenses in retirement. But they're far from secure as more of them say they have hardly anything in savings and investments.
Financial services industry executives are expected to flex their muscles and make some radical changes to the nation's retirement system over the next several months — an effort that could significantly increase the amount of money flowing into 401(k) plans and guaranteed-lifetime-income products.
Legislation that would require that all fees be disclosed to 401(k) plan participants in simplified form is needed, most of the panelists at a hearing on the legislation today testified.
Financial advisers this tax season are coping with what they say is an unprecedented level of client anxiety over recent tax code changes and the potential for higher taxes.
The Washington state Legislature has proposed a bill that would double the estate taxes for residents.
A handful of distributors are seeing a rising tide of wealthy-client assets going into individual retirement accounts.
More people are rolling over their 401(k) savings into IRAs when they leave their jobs or retire.
A push by officials in Washington to curb tainted IRA advice could spoil the party for brokers and plan service providers
The pension and actuary group sends a mea culpa to members after a financial advisory firm got hold of the association's mailing list for an upcoming conference.
And there's a 5% chance the tab could top $570K, according to a sobering study published this week by Boston College.
Turns out the King of Pop was also the King of Debt. Michael Jackson left his heirs an estimated $400M bill. What to do if you're Jackson's estate attorneys? Sign a recording deal, of course.
