Updated Tuesday, July 22, 2014 as of 11:28 AM ET
IRS Clarifies IRA Rollover Limitation
The IRS has partially withdrawn some of the rules it had earlier proposed on limiting rollovers from individual retirement arrangements.
In REG- 209459-78, the IRS noted last week that the partial withdrawal of the proposed regulation will affect individuals who maintain IRAs and financial institutions that are trustees, custodians, or issuers of IRAs.   more »
More in Retirement Planning
Many independent advisors say they consider themselves fiduciaries, even if they aren’t legally obligated to adhere to that standard of care. So why are so many opposed to the DoL's expected proposal? more »
What's driving this new interest? Follow the money: U.S. retirement assets totaled $23 trillion in the first quarter of this year. more »
These combination or hybrid products package long-term care coverage with a life insurance policy or annuity-like product. more »
On October 22, 2010 the U.S. Department of Labor proposed to broadly amend the definition of fiduciary under ERISA as a person who provides investment advice to plans for a fee or other compensation. The rule has generated a lot of controversy, and the DOL has delayed the redraft of it until at least January 2015. more »
The value of small-cap value funds; Managing the "new retirement;" Clients want to be more "hands-on" with their 401(k) plans. more »
Dos and Don’ts with 401(k) Plans; Building Retirement Savings; Income Strategies more »
Paul Mahan is back in his old position at Commonwealth after a month with LPL Retirement Partners. more »
Kathleen Tarr says AT&T Inc. employees looked to her as “their de facto 401(k) expert.” Visiting their homes and offices, she advised them on their retirement plans as they called up balances on computer screens. more »
Three legal characteristics of inherited IRAs lead to the Supreme Court conclusion that the funds are not "objectively set aside for the purpose of retirement." more »
Gen-Xers lost about half of their wealth between 2007 and 2010, according to a Pew Economic Mobility analysis last year. But even before the housing collapse, they were having trouble keeping up with their parents in building assets. more »
Most boomers want more from their post-career years than cruises and golf, a Merrill Lynch survey finds. Advisors should take note as they help clients plan for life after their primary career. more »
Critics of the DoL's effort to extend fiduciary responsibilities to retirement plan advisors scored a victory this week when the agency disclosed that it is pushing back the rollout of its proposal until at least next year. more »
A new withdrawal strategy from J.P. Morgan takes real-life spending habits into account and suggests clients could spend more at the beginning of retirement. more »
Lists
2014 Summer Reading List for Advisors

Current Issue

The June Issue is now online!


TWITTER
FACEBOOK
LINKEDIN

Industry Events

August 10, 2014 |

September 9, 2014 |

September 17, 2014 |

September 20, 2014 |

September 28, 2014 |

Already a subscriber? Log in here