Investors Continue to Flee Active Equity Funds
Aug 16, 2016
Outpouring. | Copyright Bryan Thomas, Getty Images Retail investors continued to pull money out of active U.S. equity funds in July, with outflows totaling $32.9 billion during the month, outpacing $21.7 billion in negative flows in June, acco...
Major Components of New Section 2704 Proposed Regs
Major Components of New Section 2704 Proposed Regs
Aug 16, 2016
A brief summary of the three sets of new rules
Permitted Spousal Rollover
Permitted Spousal Rollover
Aug 16, 2016
Exception applies so that IRA distributions aren’t included in gross income
doctor breaking the news
Does Life Insurance Need to be Held Until Death of Insured?
Aug 15, 2016
Most financial advisors aren’t aware that the answer is “no”
retiree alone
Help Clients Avoid an Insurance Calamity
Aug 15, 2016
Awareness of what’s happening to a policy is key
calendar money clock
IRS Offers an Alternative to the Portability-of-Exhaustion Test for CRATs
Aug 15, 2016
The recently issued Revenue Procedure 2016-42 helps solve a common problem
The Richest US Presidents
Aug 15, 2016
Net worth: $1 billion. | Copyright National Archives, Getty Images With billionaire Donald Trump the Republican Party's nominee for President of the United States and Hillary Clinton releasing her recent tax returns, CNBC listed the top 10 ric...
Threequarters of parents of children aged 8 to 14 were willing to postpone retirement to pay for their children39s college costs
Parents Say They'd Sacrifice Retirement to Send Kids to College
Aug 15, 2016
(Bloomberg) -- College has gotten so expensive that it's weighing on even the parents of third-graders, threatening to leave them too debt-saddled to retire...
office meeting window
Capturing Corner Office Clients
Aug 15, 2016
C-suite investors are interested in working with advisors to engage in complex planning and investing, but they expect more give-and-take than the average client. A recent study by Spectrem Group surveyed 629 senior corporate executives (SCEs)...
Load More