Required Minimum Distributions
Keep up with the latest changes affecting required minimum distributions and how they affect your clients, including those tied to 401(k)s plans, IRAs and annuities, as well as the best RMD strategies.
November 29, 2011
A BD Rep Surveys His Clients: The Fiduciary Issue CrystallizedThe experience of one reps attempt to explain fiduciary vs. suitability to his clients illustrates whats wrong with the system.
October 13, 2011
Become the "Go-To" Advisor with RMD PlanningWe all want to be known as the go-to advisor but often overlook areas where we can give our clients, their family and their friends a reason to go to us.
March 28, 2011
Big Tax Bite Awaits Retirees Who Miss April 1 Deadline for Plan RMDsFidelity Investments urges advisors to make sure clients who turned 70-1/2 in 2010 take their RMD in time, so they don’t face a 50% tax penalty.
March 01, 2011
The advisor's $3 trillion 401(k) opportunityThe Department of Labor has created a $3 trillion opportunity this year for everyone in the financial services industry. As of July 2011, all 401(k) plans will be required to disclose fees.
March 01, 2011
Marketing Implementation: The Advisor’s Role and the Importance of DelegationAdvisors frequently express the desire to do more marketing.
January 01, 2011
Total Return Leaders: Balanced PerformanceThe focus on total return tends to vary with equity-market performance. In strong markets, stock price increases outpace dividend yields, so dividends…
September 01, 2010
Environmental Disaster Creates Web of LiabilitiesSpill originator is not sole party at risk.
August 01, 2010
New flu shots for H1N1, elderlyAs the medical establishment looks ahead to the coming flu season, new vaccines are being readied that may help avoid the stampede to get flu shots that occurred last year.