Updated Thursday, January 29, 2015 as of 9:24 AM ET
New Risks and Opportunities: Retirement Scan
New laws this year likely will have an impact on retirement savings as the government faces population aging and public pension concerns.
More in Small Business
A couple who bought a business using money from their self-directed IRA faced a big tax bill as the value of the business increased; Plus, how to transition your clients before you retire. more »
The IRS issued the 2015 optional standard mileage rates that are used to calculate the deductible costs of operating an automobile for business, charitable, medical or moving purposes. more »
Small businesses can turbocharge their retirement plans; The gift of a retirement account is a lifetime asset; Why Americans keep treating their 401(k) plans like a piggy bank more »
While one prominent advisor calls the board's demand 'woefully overreaching,' a securities lawyer calls it a 'good, aggressive' tactic. more »
The $400,000 Social Security question; Generating income in low-yield world; When conventional wisdom is good enough more »
Despite declining numbers, defined-benefit plans are in vogue with small business owners and the advisors who serve them. more »
Dos and Don’ts with 401(k) Plans; Building Retirement Savings; Income Strategies more »
Once obscure, business development corporations, small business investment funds, are attracting attention. more »
The House Committee on Small Business held a hearing to discuss the biggest tax problems for small businesses. more »
Beset by a graying workforce, an aging clientele and a shortage of young talent, the wealth management industry is at long last changing course. more »
Community banks are revamping branches and offering new services in an effort to become trusted advisors to small businesses. Such a transformation is often easier said than done. more »
Having a long-term horizon for the sale of a business puts the owner in a better position to optimize tax strategies. It's also an opportunity for advisors angling for the investment business a sale will produce. more »
The IRS has released a set of proposed regulations to prevent abuses of the partnership basis adjustment rules, disallow partnership loss transfers and avoid some of the abuses uncovered by the Enron scandal. more »
The January Issue is now online!


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