The point of the kiddie tax is to avoid parents transferring income to their children and reducing their total tax cost.
Low plan participation, the need for good advice and strong job security among teachers present a big opportunity for advisers.
Advisers need to provide investors with clear, useful information on annuities in order to dispel inaccurate perceptions.
From its origins with Lutherans, the world's largest fraternal organization now aims to serve 'middle America.'
Teaching 401(k) plan participants good decision-making does work, but only with a radically new approach.
According to the lawsuit, agents being recruited away have been encouraged to create contact lists and download data on flash drives to later solicit clients.
The landmark ruling in Tibble v. Edison offers lessons and insights into the duties of 401(k) plan fiduciaries. Read on to find out more
New report says staff errors resulted in lower payments to widows and widowers.
Fixed income and emerging markets are areas where active funds make sense, some experts say.
GOBankingRates report measures how long a million dollars would last for retirees, state by state.
Nuances of the 10-years-of-marriage rule and protections from vengeful spouses.
The more comprehensive the view of client finances, the more prudent the advice.
After a decade of activity around the lawsuit, including a hearing before the U.S. Supreme Court, judge rules a prudent fiduciary would have invested in institutional shares.
Craig Price claims he was fired for speaking up about the abuse of a trust fund.
A simmering conflict is brewing between the two biggest generations in U.S. history.
Plus, find out how the median monthly cost of an assisted-living facility compares from state to state.
It behooves plan advisers to pay attention to their asset-management partners, because advisers rely on them for marketing and practice management support and guidance.
A fiduciary process involves a full understanding of what should be done, rather than what can be done.
They do not believe the cuts will do much to help economy next year.
