SIFMA expects a DOL fiduciary proposal in the second quarter of this year, renewing the industry’s concern over the possible legislation, which the organization says is contrary to the SEC’s.

There are 12 million baby boomer business owners, and they’re about to retire. Trillions of dollars may be on the table for advisors able to help them transition.

Numerous developments kept planners on their toes

Taxpayers may treat qualified charitable distributions completed during January 2011 as made on Dec. 31, 2010; may contribute distributions take in December and January

Advisors can shed some much-appreciated light on this crucial but confusing program.

Usually more than they have now. Under-insurance is an especially acute problem with retired and pre-retirement clients.

Many advisors mistakenly believe that retirement income clients are a diminishing asset, not recognizing that these clients tend to consolidate investments and to be more loyal.

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Tax Court finds withdrawals to pay alimony were subject to 10 percent income tax

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