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Be Ready To Answer Questions About Roth Conversions In This Down Market

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Here is a quick guide to client conversations about Roth IRA conversions.

Rollovers Cost Investors More Than $45 Billion, Pew Trusts Find

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Loss of institutional pricing can cut earnings 50% over time, new study discovers.

Optimism Rising That SECURE 2.0 Will Pass, Hiking RMD Age By Year's End

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Lawmakers are now focusing on reconciling Senate and House versions of the legislation.

How Timed Retirement Withdrawals Can Reduce Taxes

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Clients may want to pre-empt the extension in RMD age requirements to save on taxes, two Social Security experts said.

Some Firms Already Flunking The New DOL Rule

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Here's a checklist of what's going wrong and how to “self-correct," according to Fred Reish.

Ed Slott Launches IRA College Program For Advisors

by FA Staff

Slott's course at the American College of Financial Services focuses on the latest retirement and tax planning laws.

Front-Row Retirement

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You can't always see the action of the play when you're in the audience.

In Uncertain Times, Do Annuities Make Sense?

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Annuities can play a role in different ways during periods of volatility.

DOL Rule Would Reduce Middle-Class Retirement Savings By $140B, IRI Says

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The group claims the middle-class, especially Black and Latino investors, would be most hurt by the fiduciary rule.

New Rules For Inherited IRAs Impact Bequests

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But planning strategies can lessen the blow, one tax professional says.

Roth Conversions Get More Attractive As Market Slides Toward Bear Territory

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One advisor says he saves clients up to a million dollars in lifetime taxes by timing conversions.

Ed Slott: Backdoor Roths Are Back On The Menu

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Advisors should tell their high-income clients to take full advantage of the strategy, Slott said.

Was The 'Great Retirement' Merely The 'Great Pause'?

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Two years on, people are rethinking the career choices they made in the heat of the pandemic. Here's how advisors can help.

Goals-Based Investing

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This investment strategy enables advisors to help clients meet personal objectives without chasing returns.

Tackling The Diversity Problem In Financial Services

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Here is what women and minorities have to say about the subject.

Vestwell To Administer First Multistate Auto-Enroll IRA Programs

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The program covers employees in Colorado and New Mexico.

Retirement Investors Continued Funding Their Nest Eggs in 2021, ICI Finds

by FA Staff

The Covid pandemic didn't deter Americans from putting money away for retirement, the study found.

IRS Offers Favorable Income Tax Strategy For IRA And 401k Accounts

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The proposed regulations would offer individuals a favorable income tax strategy.

How To Fix The Broken U.S. Retirement-Savings System

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The country can do better than its current mess of regressive tax breaks. A fairer, simpler system wouldn't even cost more.

How One Firm Shields Retirees From Market Volatility

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Piershale Financial Group pulls out of the market and rotates to cash when a “storm” hits.

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