July 07, 2022
SEC's First Reg BI Action Singles Out Individual AdvisorsUntil recently, how the commission would interpret and enforce the new rules was largely unknown.
July 06, 2022
New Crypto Law Would Ease Tax and Reporting HeadachesThe bill's de minimis exclusion of up to $200 per transaction would allow cryptocurrency to function more like currency.
July 05, 2022
Believe It or Not, the Market Has 3 Silver LiningsFor long-term investors, it will prove beneficial that the markets are exiting an artificial regime maintained for far too long by the Fed.
June 30, 2022
Avoiding Nasty Surprises in Roth IRA Conversions: A Case StudyUnderstanding how MAGI, Medicare and Social Security come together could save this client from a costly mistake.
June 30, 2022
Who Benefits From Raising the RMD Age Under Secure Act 2.0?This and increasing catch-up contributions, another EARN Act provision, would primarily help the wealthy, critics say.
June 30, 2022
Now What? Advice for Retiring Into a RecessionThere's no easy, one-size-fits-all answer, but there are some ways to prepare and things to keep in mind when making key decisions.
June 29, 2022
Bond Market Rebound Is Bad News for the EconomyThe shift to quantitative tightening and the end of massive fiscal stimulus is a major shock to the economy.
June 28, 2022
Crypto's Crash Isn't Just About CryptoYes, crypto prices are down, but those pointing at Bitcoin's volatility should look at what's happened to stocks.
June 23, 2022
Debate: What If Roth IRAs Had Lifetime RMDs, Too?Two professors discuss a proposal to harmonize the RMD rules for Roth and traditional IRAs.
June 23, 2022
Can You Avoid the 5-Year Inherited IRA Distribution Trap?Some clients may not know which distribution period applies to them when they inherit an account.