May 19, 2022
Debate: Should Congress End ETFs' Preferential Tax Treatment?Two professors discuss ending ETF managers' use of "in-kind transactions," which avoid triggering capital gains tax liability.
May 19, 2022
Roth IRA Conversions: Is Now a Good Time?Converting in a down market can minimize the tax hit, but there are a few details to consider carefully.
May 13, 2022
Bonds May Be Down, But Some Annuity Payouts Are UpA "free lunch" potentially exists for advisors and retirees willing to shop around for the most attractive rates.
May 12, 2022
5 Ways Financial Advice Is Changing NowHere are the key trends to understand so you can set your practice up for growth, says the co-head of Pershing's Wealth Solutions.
May 11, 2022
Debate: Should Biden Cancel Millions of Americans' Student Debt?Two professors discuss Republicans' renewed attacks on the administration's plan to order student loan forgiveness.
May 11, 2022
China's Digital Currency Lead Threatens Global DemocracyThe acceptance and usage of digital money will dramatically change how the world's financial system operates.
May 11, 2022
How to Supercharge an HSA With an IRA RolloverAn IRA-to-HSA rollover can be a tax-preferred way to cover a large medical expense, but the rules are detailed.
May 06, 2022
Debate: Did the IRS Get It Right on Secure Act RMD Rules?Two professors share their opinions on the IRS' surprising interpretation.
May 04, 2022
How QLACs Can Help Clients Manage Inflation Risk, Reduce RMDsWith inflation spiking, QLACs may be poised to protect against the threat that rising costs pose to retirees.
May 03, 2022
How Social Security Spousal Benefits Really Work: A Case StudyA 66-year-old gets advice from an older sister that's well-intended but incorrect. Here are the facts.