Retirement

Displaying 11581 results
RETIREMENT PLANNING JAN 17, 2018
Why aren't clients using QCDs? Help them!

They're now more valuable than ever.

TAX JAN 17, 2018
Tax bill creates adviser challenges for long-term planning

Consultant recommends taking advantage of tax moves that are immediately available for clients.

TAX JAN 16, 2018
Citigroup uses tax break windfall to rain profits on investors

In contrast to Wells Fargo and JPMorgan Chase, bank makes no mention of gains for staff or charity, but calls out cash to clients exclusively.

TAX JAN 16, 2018
BlackRock's Fink asks top CEOs to reveal plans for spending cash flow from tax overhaul

World's biggest companies including BlackRock are expected to benefit greatly from changes in U.S. tax plan.

TAX JAN 16, 2018
Cuomo seeks New York tax revisions to thwart federal changes

Proposal would eliminate the state income tax on wage earners, to compensate for loss of deductions

In rare move, investment adviser named as defendant in NYU retirement plan case
RETIREMENT PLANNING JAN 16, 2018
In rare move, investment adviser named as defendant in NYU retirement plan case

It's one in a growing list of instances where plan advisers are being named co-defendants alongside their clients.

RIAS JAN 13, 2018
Amid seller's market for RIAs, firms must prep for potential sale

Valuations of RIAs will continue to entail more art than science.

REGULATION AND LEGISLATION JAN 13, 2018
Oops! Unintended consequences of tax-law changes

Will clients become more interested in paying commissions? Will the new tax law steer more financial advisers toward independent channels? It could.

RIAS JAN 13, 2018
Tax reform: 7 essential strategies for financial advisers

While advisers face the difficult task of analyzing the law's impact, they will also have a significant opportunity to prove their value by implementing money-saving strategies for clients as well as their own businesses.

FIXED INCOME JAN 12, 2018
Tax bill SALT reduction could raise demand for munis

Strategists say residents of high tax states may be eager to find ways to reduce what they owe government.

RETIREMENT PLANNING JAN 12, 2018
IRS releases new withholding tables

GOP promises workers will see increases in their paychecks starting in February.

Tax law: Everything advisers need to know about the pass-through provision
REGULATION AND LEGISLATION JAN 12, 2018
Tax law: Everything advisers need to know about the pass-through provision

Learn about the basics of the pass-through provision as introduced by the Tax Cuts and Jobs Act last 2017, the entities eligible and the tax implications

TAX JAN 11, 2018
IRS releases new withholding tables

GOP promises workers will see increases in their paychecks starting in February.

EQUITIES JAN 10, 2018
Buffett says tax law makes owning stocks more attractive

Berkshire Hathaway CEO predicts a 'bad ending' for cryptocurrencies and says stocks don't look overvalued compared to interest rates

LIFE INSURANCE AND ANNUITIES JAN 10, 2018
Technology is streamlining the process of issuing life insurance policies

A digital transformation is taking root in the industry, and it's benefiting clients and advisers alike.

RETIREMENT PLANNING JAN 09, 2018
Qualified Plan Advisors acquires $4 billion retirement shop

Retirement market is increasingly consolidating, among advisory firms and record keepers.

RETIREMENT PLANNING JAN 08, 2018
Social Security rules for new retirees

Clients can claim benefits even if earnings exceed annual limit.

RETIREMENT PLANNING JAN 08, 2018
Growth of HSAs opens new market for financial advisers

Health savings accounts are an investment planning opportunity, given most of their $45 billion sits in cash.

LIFE INSURANCE AND ANNUITIES JAN 08, 2018
Morgan Stanley and adviser win lawsuit over annuity distribution

The judge said the adviser erred in recommending a lump-sum distribution, but barred plaintiffs from recovery because they were also negligent.

REGULATION AND LEGISLATION JAN 06, 2018
Tax overhaul gift may turn into lump of coal sooner than later

Any positive effects are unlikely to last, and will contribute to greater budget deficits over the next 10 years.