Greg Iacurci

Greg was a reporter for InvestmentNews from 2015 to 2019, covering defined-contribution plans, retirement planning, insurance, taxes and estate planning, before then moving to CNBC as a Personal Finance Reporter. He tweets at: @GregIacurci

Greg Iacurci
Displaying 926 results
NEWS INDUSTRY NEWS NOV 08, 2017
Brian Block sentenced to 18 months in prison

The government had sought a sentence of at least seven years against the former Nick Schorsch colleague.

RETIREMENT RETIREMENT PLANNING NOV 07, 2017
Retirement plan advisers, providers hit 'pause' on DOL fiduciary rule compliance

The Trump administration review is prompting some retirement plan specialists to hold back on implementing parts of the rule that are vague or challenging.

Ed Slott on Roth IRA conversions becoming permanent
NEWS INDUSTRY NEWS NOV 06, 2017
Ed Slott on Roth IRA conversions becoming permanent

Proposal would remove recharacterization option from advisers' toolkit.

Tax reform: How the House bill changes rules for retirement savings
RETIREMENT RETIREMENT PLANNING NOV 03, 2017
Tax reform: How the House bill changes rules for retirement savings

While pre-tax 401(k) contribution limits are off the table (for now), the Republican tax bill nonetheless makes changes to retirement savings plans.

NEWS RIAS NOV 02, 2017
Morgan Stanley's broker protocol exit: How did we get here?

As the number of signatories to the protocol has swelled over the years, so too has the gamesmanship Morgan Stanley cites as its reason for leaving, according to experts.

NEWS REGULATION AND LEGISLATION NOV 02, 2017
Why the House tax bill could be a 'bonanza' for advisers

Clients may need to navigate shifting tax brackets, re-characterizations of Roth IRA conversions, reconsidering the value of charitable contributions, and restrictions on the mortgage interest deduction.

RETIREMENT RETIREMENT PLANNING OCT 31, 2017
Trump administration seeks to give boost to 401(k) annuities

A Treasury proposal seeks to amend rules for plan sponsors to help them assess the long-term viability of insurance companies.

RETIREMENT RETIREMENT PLANNING OCT 30, 2017
Ted Benna, father of the 401(k), thinks tax reform that favors Roths is 'pretty stupid'

He believes reducing the pre-tax contribution limit on traditional 401(k) plans and encouraging 'Rothification' would lead the middle class to save less for retirement.

YOUR PRACTICE PRACTICE MANAGEMENT OCT 28, 2017
8 top tax and estate-planning tips

These underutilized strategies give financial advisers the edge with clients.

NEWS REGULATION AND LEGISLATION OCT 25, 2017
Senate's takedown of the CFPB's class-action rule may pave way for challenge to Finra policy

Investor advocates fear brokerage firms may seek to overturn Finra's rule banning class-action waivers in customer agreements.