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New 401(k) advice rules expected by end of this month
The Labor Department by the end of the month is likely to issue new rules governing investment advice given to 401(k) plan participants, Assistant Labor Secretary Phyllis Borzi said last week.
So what do advisers really think about 529 plans?
The financial crisis took a toll on 529 college savings plans, but plan participants are for the most part staying put and looking to the future, according to the results of an exclusive InvestmentNews survey, conducted for and presented today at the College Savings Foundation conference.
Wash. State floats ‘shocking’ changes to estate tax
A bill has been introduced in the Washington state legislature that would double estate taxes for residents.
Carrier stability still the fly in the annuity ointment
The Labor Department will host a public hearing in the next few months to discuss concerns about including annuities in retirement plans. But addressing plan sponsors' concerns about carrier stability continues to bedevil the regulator.
ObamaCare means slow going for retirement reform
Legislators are still tied up with health care issues, leaving retirement initiatives to flounder. Tax proposals may be the exception
Officials: Annuitizing 401(k)s won’t be easy
Polls show that employees want an annuity option in their pension plan menu. But they also prefer a lump sum to an income stream when they hit retirement age
Vanguard? Fidelity? Retirees clueless about sellers of retirement income products
They're not up to speed about the products themselves, either
Taxpayers on track to get record $180B in refunds
That's good news for consumer-oriented companies, which are likely to benefit from more incremental spending
Recovery spells extra credits for advisers needing training
Reflecting the rebounding economy, financial advisers are attending more conferences and taking more courses for continuing-education credits.
The estate tax crisis must be confronted
The failure of Congress to plug the 2010 estate tax loophole has created considerable uncertainty.
Estate tax expiration gives rise to opportunities — and heart-wrenching decisions
With the estate tax laws set to expire by year-end — and no clear indication when Congress will address the issue — some financial advisers and attorneys see an opportunity for their high-net-worth clients in this extremely muddled situation.
Moneytree Software introduces Roth IRA conversion, other tools
Many of the vendors in the financial planning space have issued updates to…
Wealth managers: Next overseas surprise is anyone’s guess
Stocks have been in flux over the past few weeks as surprises kept coming from overseas. Greece's debt crisis, similar troubles in Portugal, and China's latest moves to slow down its economy have kept investors guessing.
Think you can retire on $250K?
Apparently, a fair number of men and women think they can -- or at least, that's what a new poll finds
Government requests information on using annuities in 401(k)s
The Labor and Treasury department have put out a request for information on the use of annuities in defined-contribution plans.
Help make breaking up easier
The benefits that financial advisers provide to a client going through a divorce start when that client first informs you of the wedding plans.
Advisers go it alone on personal finances
Like many financial advisers, Rick Kahler struggled for years over whether to hire a peer to review his personal financial plan.
A tale of taxes – and superior service
I would like to share a story about great client service from a financial adviser.
White House backs Roth IRAs as default pension investment vehicle
Retirement savings for workers automatically enrolled in individual retirement accounts under the administration's fiscal 2011 budget proposal would be invested in Roth IRAs — unless they specifically chose a traditional IRA.
