The long anticipated roll out of the Affordable Care Act has come and is in full swing now. Aside from some technical glitches during the first month, the health insurance exchanges are operational and open for enrollment. However...
A good financial plan revolves around a single number: The date when your client plans to retire. But the number isn’t set in stone. Almost half of current retirees say they quit work earlier than planned, the result of job loss or health...
Last night the Senate Finance Committee officially named Sen. Ron Wyden (D-Ore.) as its new chair, replacing Max Baucus, who was appointed ambassador to China. And while there hasn’t been comprehensive tax reform legislation since 1986...
The Tax Court has overturned IRS Publication 590’s long-standing rule that the prohibition on multiple IRA rollovers within a 12-month period applies separate to each of several IRAs. But nowhere is Publication 590 even mentioned in the court’s...
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When it comes retirement planning, many advisors are caught up in finding sources of income for their clients. But advisors may be ignoring a crucial aspect of retirement planning: housing, according to a recent Legg Mason survey...
Six points to review with your clients
