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New Bill Would Allow 401(k)s To Use Annuities As Default Investment

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The bipartisan proposal would allow plan participants to devote up to 50% of their assets to annuities.

Proposed IRS Rules Complicate Inheritance Distributions

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Attempts by the IRS to clarify RMD issues in the wake of the SECURE Act create more confusion.

Alarming Amounts Of Money Are Leaving Retirement Plans, Says Morningstar

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That decrease cuts the leverage that retirement plan sponsors have in negotiating with asset managers.

Covid's Effect On Long-Term-Care Insurance

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Underwriting standards appear to be getting tougher.

Superstitious Retirement

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Retirement is not something you have to pray for luck about.

Robinhood Nears Debut Of Retirement Accounts Within App

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The company has begun adding support for traditional IRA and Roth IRA retirement accounts.

Retirement Savers Stayed On Track Through Covid

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Despite financial pressure, 401(k)s and IRAs survived intact, report says

House Ready To Vote On Raising RMD Age To 75

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The legislation, called Secure 2.0, is also designed to expand access to workplace retirement accounts.

Ed Slott Says 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.

How IRA Assets Survived The Pandemic Intact

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It was thought people would shake down their retirement assets during the pandemic. That didn't happen.

How Clients Can Ease The Sting Of Medicare's IRMAA Fee

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Medicare recipients can even see their fees rise for selling a home or Roth conversions, advisors warn.

B-Ds Advised To Consider Monitoring Riskier Rollover Investments

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Investment monitoring may in some cases be required under DOL fiduciary rule, compliance specialist Fred Reish said.

Roth Conversions Take Centerstage After Market Downturn, Advisors Say

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Converting during market declines can mean lower tax bills and tax-free rebounds, but they're not right for everyone.

New IRS Proposed RMD Rules Complicate Inheritance Distributions

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Attempts by the IRS to clarify RMD issues in the wake of the SECURE Act create more confusion.

J.P. Morgan Tells Advisors To Assume Retirees Will Live To 100

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Increasing life spans are putting pressure on advisors and clients to plan for enough retirement income, the firm said.

Cryptos For Retirement Plans

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This advisor helped a client use digital currencies to further his retirement goals.

Stomach-Churning Stock Swings Draw Red Line Under The 'Big' In Big Tech

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The unprecedented slide in shares of Facebook's parent is hitting low-cost index funds, ETFs and 401(k) favorites.

Insurance Agent Suit Against DOL Rule Takes Industry Execs By Surprise

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The action further adds to the confusion surrounding the rule, which officially started to be enforced this week.

CAPTRUST Acquires $105B N.J. Competitor PEI

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Portfolio Evaluations is the third institutional-focused firm that Raleigh, N.C.-based CAPTRUST added in the past year.

DOL Warns Firms About Conflicts Lurking In Payout Grids

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The department says the grids might push advisors to recommend more expensive products.

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