The American Funds Growth Fund of America (AGTHX), Pacific Investment Management Co. LLC's Total Return Fund (PTTAX) and American Funds' EuroPacific Growth Fund (AEPGX) are the three most popular mutual funds in the 401(k) market, according to research being released today.
New IRS rules kick in next year; outcomes 'they don't expect'
Investment advisers now can confidently tell their clients they don't need to rush stock or real estate sales, or scramble to gift chunks of their estate to heirs before the end of the year.
Delay will effect about a third of taxpayers who break out their deductions on returns
Business groups, Republicans vow to dismantle the provision, piece by piece
When it comes to slimming budgetary excesses, Americans apparently don't subscribe to 'no pain, no gain'
Who will be the movers and shakers affecting the financial services industry in 2011?
A leader of Republican efforts to cut government spending and tackle the federal deficit indicated Thursday that he embraces the idea of cutting so-called tax expenditures.
BAM Advisor Services LLC, a turnkey asset management program, announced today that it is buying Advisors Access, a provider of 401(k) plans, from Capital Directions LLC, an advisory firm.
Scuttling the Administration's tax proposal would hit average Americans squarely in the wallet; the fate of refundables?
Despite grousing from the left, it looks as if Republicans will get pretty much what they want on estate tax policy — if, as expected, Congress approves a bill that would extend all Bush-era tax cuts for two years
Legislation that would extend for two years Bush administration tax cuts for all income levels cleared a Senate hurdle today.
Regulations may prohibit reps, providers from competing in the lucrative market
House Democrats may try to amend the estate tax provision of a bill that would extend Bush administration tax cuts for all income levels after the Senate acts on the measure early this week.
In a major compromise with the GOP, Pres. Obama agreed to extend lower marginal rates through 2012. The Administration also wants to cap the estate tax at 35% with a hefty $5 million exemption. Not surprisingly, some Democrats aren't overly thrilled by the plan.
Democrats may not be happy with the Administration's plan to revive the levy, but there may not be much they can do about it. Here's how things shake out right now.
In the final installment of this four-part series, <i>InvestmentNews</i> examines how advisers' relationships with 75+ year-old clients is changing considerably.
The U.S. House set a vote for tomorrow on Democrats' plan to extend middle-class tax cuts as congressional and Obama administration negotiators started talks aimed at forging a bipartisan compromise.
