TIAA Institute research paper finds that even eliminating RMDs would have little effect on government revenues and says the effect on retirees depends on whether they have a bequest motive.
Brendan Biruk and Dan Rattigan form Washington Crossing Financial Group in Washington Crossing, Pennsylvania.
Charles Kenahan had already been barred by the state of New Hampshire in December.
The regulator says the firm didn't properly screen more than 1,000 nonregistered employees.
Scott Phelan, Kevin Myers and an assistant switch firms in Atlanta.
Dayton-based Beacon Capital Management also runs a turnkey asset management program.
