Slayer statutes are continuously evolving when it comes to whether a murderer’s relative can inherit from the victim’s estate

A recent private letter ruling underscores the importance of being aware of the status of your client’s employer-sponsored qualified retirement account 

The consequences of a mistake can be severe

Addressing these issues at the outset can prevent future litigation 

The United States Supreme Court has determined that inherited IRAs are not protected from bankruptcy creditors. Although this development presents a serious risk for clients, it also presents a planning opportunity for financial advisors...

Strict laws providing for a presumption of fraud or undue influence may cause unintended consequences

Betterment CEO Jon Stein. Betterment for Business, the automated investing service’s foray into the 401(k) market, officially went live Wednesday with a group of 50 plan sponsors and participants. Boxed, a wholesale shopping app that signe...