Should Your Clients' Kids and Grandkids Go to College?
By Ric EdelmanSucceeding in college requires setting the right goals — if it's the right path in the first place.
October 24, 2025
Debate: Are State Auto-IRAs Good for Savers?Most require that employees be enrolled at a set deferral rate if the employer does not sponsor a plan.
October 23, 2025
How to Avoid Paying Taxes Twice on IRAsFailing to track and plan for the IRA basis can result in additional taxation on account funds.
October 17, 2025
Are Trump Accounts a Good Choice for College Savings?For many families, the new account may be better seen as a supplement to more traditional vehicles.
October 16, 2025
Most Retirees Want to Front-Load Their SpendingThat means the constant real spending assumed by the 4% rule isn't what the majority of retirees prefer.
October 09, 2025
IRS Issues Final Word on Catch-Up ChangesThe regulations guide employers on “super catch-up” contributions and the Roth mandate for certain high-income taxpayers.
October 08, 2025
Salesforce Breach Exposes Risk for Wealth Firms; Here Are 6 Steps to Take NowThe recent leak of 1 billion records should prompt renewed assessments of client data safety defenses.
October 03, 2025
Alts in 401(k) Plans: How to Prepare Your ClientsWhether you advise plan sponsors or individuals with 401(k)s, you can help them address several crucial concerns.