Expert Views

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RMDs, The SECURE Act And Beyond

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The act has greatly altered the treatment of IRAs and other beneficiary designation retirement plans.

More Older Americans Are On The Job—And Dying There Too

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The best way to reduce occupational deaths among workers 65 and older might be retirement.

Is A Strong Economy Enough To Re-Elect Trump?

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President Donald Trump's prospects for re-election in November are strong.

Boy Scouts' Bankruptcy Is A Troubling Use Of Chapter 11 Law

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There’s something strange about a nonprofit using bankruptcy to turn the page on sexual abuse.

ECB Conundrum: Tackling Climate Change Without Skewing Markets

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The temptation to favor bonds of "virtuous" companies could upset ECB’s pillar of market neutrality, says one columnist.

Do Qualified Opportunity Zone Investments Make Sense For Your Clients?

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They’re a viable tax-planning tool, but election year talk of higher tax rates could be a wild card regarding the break-even point on these investments.

With Stretch IRAs Dead, HSAs Can Be A Wealth Transfer Vehicle

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Individuals can take advantage of a little-known provision in HSA legislation.

Sponsor Insights: 5 Key Findings For Attracting Next Gen Talent

by TD Ameritrade Institutional

According to our 2019 FA Insight study, the median age of advisors has dropped from 52 to 49.

Put A Stop To Economic Growth? Huge Mistake

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Absent a green new deal, growth is already decoupling from resource depletion and pollution on its own.

Thinking About Expunging A Customer Complaint? It May Soon Cost Exponentially More

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Finra has submitted proposed rule amendments to the SEC seeking to increase the minimum fees for expungement claims.

Here’s One Tax Every Candidate Ought To Back

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Three Democrats have proposed a financial transaction tax to fund health care, education and infrastructure.

California Capitalism

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California is developing its own distinctive political economy.

Does The Middle Class Really Need Tax Relief?

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It is hard to make the argument that people in this stratum are overtaxed, says Jared Dillian.

Examining Ed Slott’s Proposed Stretch IRA Alternative

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Ed Slott’s recent articles on the SECURE Act are well-intended.

Protecting Financial Futures: Preparing For The New Year And New Decade Ahead

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Protection should be a centerpiece as you develop your clients’ holistic financial plans.

Are Americans Really As Happy As Pollsters Say?

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Americans really reaching a zenith of optimism and contentment.

Why So Many Tech Startups Misbehave

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Some tech businesses are responding to market signals the wrong way, writes Barry Ritholtz.

The Coronavirus Will Not Cripple China’s Economy

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Once the coronavirus storm passes, the economy will bounce back and return to its previous course.

QE Will Be Fed’s Main Tool To Fight The Next Recession

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QE works, but it’s not a slam-dunk recession stopper.

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