Feeling vulnerable. | Artem_Furman/iStock/Thinkstock
A surprising number of millennials have fallen victim to some sort of financial abuse, or "infidelity," perpetrated by their significant other, according to a new study by CentSai, an online...
IRS Announcement 2014-32 applies to distributions from qualified plan accounts.
Is Wealthfront about to crack the 529 college-savings plan market? The website Savingforcollege.com found a public meeting notification from the state of Nevada to “review and approve” the “Wealthfront Private Label Product Agreement between ...
The oldest and wealthiest retirement plan participants are also the most pessimistic about their financial futures...
Democracy at work. | Copyright Andrew Burton, Getty Images
Smart beta may not simply be a passing fad. Global assets in smart beta ETFs are expected to surge from $282 billion today to $1 trillion by 2020 and $2.4 trillion by 2025, according t...
As nearly 10,000 boomers retire each day, we’re entering a period where there are more people with free time on their hands (age 65 plus) than those who are time-constrained (ages 35-44), for the first time in U.S. history. And these boomers will...
Surviving spouse receives taxpayer-friendly ruling in IRA case
Even in the multitrillion-dollar retirement plan market, $1.97 trillion is nothing to sneeze at. That’s the amount Morningstar tracks in over 3,200 collective investment trusts (CITs) as of early May 2016...
A life-income charitable individual retirement account rollover bill (HR5171) (The Legacy IRA Act) has just been introduced this morning by House Ways and Means Committee members Peter Roskam (R-IL), Earl Blumenauer (D-OR), Erik Paulsen (R-MN) and...
