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
RETIREMENT RETIREMENT PLANNING MAY 11, 2017
Merrill Lynch will allow IRA commissions in some circumstances under DOL fiduciary rule

Beginning in June, Merrill advisers will be able to use "limited purpose brokerage IRAs" for certain products and transactions, and the firm will also make more products available over its advisory platform.

RETIREMENT RETIREMENT PLANNING MAY 10, 2017
What's really behind the opposition to state auto-IRAs?

Some arguments against the programs appear flimsy when examined closer.

RETIREMENT RETIREMENT PLANNING MAY 06, 2017
Forget bingo! More Americans are working part-time in retirement

Whether it's for financial, social or mental health reasons, Americans are opting to work part-time in retirement and advisers are helping them figure out how to do it.

RETIREMENT RETIREMENT PLANNING MAY 04, 2017
Senate votes to kill state auto-IRA rule

If signed by the president, as expected, the resolution likely would have a 'chilling effect' on development of such retirement plans by states, due to the loss of the ERISA exemption.

NEWS REGULATION AND LEGISLATION APR 27, 2017
Trump tax proposal leaves advisers in the dark on estate tax repeal

Ideas floated in the past include imposing a Canadian-style capital-gains tax at death in place of a federal estate tax, but the president hasn't offered additional details.

RETIREMENT RETIREMENT PLANNING APR 26, 2017
Retirement savings still a potential target in tax reform negotiations

Trump's proposal doesn't touch such deferrals, but stakeholders fear Congress will attempt to use 401(k) plans to offset tax cuts.

RETIREMENT RETIREMENT PLANNING APR 25, 2017
Market downturns in first few years of retirement can thwart best-laid plans

Michael Kitces outlines three strategies to overcome sequence-of-return risk.

RETIREMENT LIFE INSURANCE AND ANNUITIES APR 24, 2017
Some broker-dealers changing indexed-annuity compensation due to DOL fiduciary rule

Some firms that currently allow advisers to report indexed-annuity sales as outside business are considering bringing it in-house to better monitor their brokers, control risk and potentially take a cut.

NEWS REGULATION AND LEGISLATION APR 24, 2017
Experts say DOL fiduciary rule's fate, timing uncertain, changes likely

However long it takes to play out, panelists at <i>InvestmentNews</i>' Retirement Income Summit doubted the regulation will remain in place in its current version.

RETIREMENT RETIREMENT PLANNING APR 20, 2017
In K-12 403(b) plans, employees and their unions can be their own worst enemy

Distrust between school districts and unions, as well as potential financial incentives, factor into lack of reform.