• Tax Court rules on estate tax effect of distributions from unsegregated revocable trust—In Estate of Olsen v. Commissioner, T.C. Memo. 2014-58 (April 2, 2014), the Tax Court was faced with a factual question of how withdrawals made by...
For many taxpayers, the biggest tax hike was most likely on investment income
At FINRA’s annual conference on Monday, FINRA Member Relations Chip Jones sat down with several compliance and risk officers at major broker/dealers, talking about some of the top concerns they have regarding the current regulatory landscape...
Advisors who tend to switch firms make less
A popular lemon-lime flavored soda once adopted an advertising slogan positioning the product as the “uncola.” That slogan was powerful in the 1970s to set the product apart – and can have value for us today when it comes to retirement planning...
Survey shows both fear and frustration are keeping them away
Schorsch: Management shakeup part of cohesive overall plan
