Most traditional IRA investors start with rollovers.
Stark differences include one presidential candidate who seeks to raise income taxes on the wealthiest Americans while the other would cut them across the board.
It turns out that the explanation, which advisers need to watch out for, was rather simple.
<i>Breakfast with Benjamin</i> Based on their own rhetoric, this is how Hillary Clinton and Donald Trump would impact your wallet, if they win the White House.
Brent Brodeski of Savant Capital explains how his firm helps clients plan to pass on their money and values, and the upshot of doing so for advisers.
The future of tax reform and other adviser-related interests are getting attention at the Republican party convention. <b><i>(More: <a href="//www.investmentnews.com/gallery/20160721/FREE/720009999/PH"" target=""_blank"" rel="noopener noreferrer">10 sectors to watch when Hillary Clinton or Donald Trump become president</a>)</b></i>
New study shows ongoing bills impede savings and boost baby boomers' retirement income needs.
Mistakes in reported earnings can reduce future benefits.
Some believe it's an attack on capitalism; others think it will reduce volatility in the market. Read our story and take our poll.
The party is set to endorse a levy on securities sales and to defend the DOL fiduciary rule when it meets at its national convention in Philadelphia later this month.
The legislation, which would place a tax on stocks, bonds and derivatives trading, was rolled out now to elevate the issue in this fall's election.
States get additional guidance on how to administer 529 ABLE plans.
Legalizing same-sex marriage nationwide opens the door for spousal, survivor, disability and Medicare benefits.
Foreign workers and dependents retiring abroad face complicated rules.
House Republicans rolled out a tax-reform plan on Friday that would reduce the number of individual rates to three and eliminate many deductions.
Most of the loans' issues have been solved, or at least ameliorated.
Earnings test complicates choice between retirement and survivor benefits.
High-income retirees could see net benefits decline next year if Medicare premiums rise.
IRA basis is required to be tracked on IRS Form 8606 “Nondeductible IRAs,” which is filed with a client's tax return.
If your clients have any involvement in offshore holdings, now is the time to double check their status and make sure everything is filed before June 30.
