Reconciling Rollover Advice With Reg BI and DOL Fiduciary Standard
By Robert Bloink | William H. ByrnesAdvisors who provide rollover advice must exercise caution to ensure compliance with both regimes.
August 16, 2019
Small Employers: Look Before Leaping Into New MEP 401(k) OptionThe MEPs' expanded rules may look advantageous but they still pose potential pitfalls that must be considered.
August 12, 2019
Supreme Court Hands HNW Clients New Trust Planning StrategyThe court has essentially opened the door to trust planning that could avoid state taxation altogether.
July 29, 2019
Now Is the Time to Do a 'Back-to-School' Tech CheckBeen away for summer and have to get back into gear? Here are ideas for when "class" resumes.
July 29, 2019
Supersize a Roth 401(k) With Backdoor ContributionsSome clients may be able to stretch the limits of a Roth's tax-free withdrawals by contributing to a backdoor Roth 401(k).
July 25, 2019
Exposing the Annuity Bonus TrapThe word "bonus" sounds like extra money, but that's the problem — it's not.
July 16, 2019
Boosting the Value of IRA Planning Strategies After the Tax Cut LawAdvisors must continue effectively communicating with clients to ensure that popular IRA planning strategies are executed properly.
July 16, 2019
Help Clients Understand Potential Social Security Benefit CutsFear of losing out on benefits can lead to poor claiming decisions. Advisors can help prevent that.