Deadline for First IRA Withdrawal Almost Here: Retirement Scan
Clients who turned 70 1/2 last year need to take their first required minimum distribution by April 1 or face a tax of 50%; Plus, reducing fees is the best way to boost investment returns.
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A study by S&P Dow Jones Indices -- which clearly has a horse in the race -- says clients will profit more from buying a fund tracking the S&P SmallCap 600 index than one tracking the Russell 2000. more »
The total amount of outstanding municipal securities and loans in the market rose 0.6% to $3.65 trillion in the fourth quarter of last year, as U.S. bank muni holdings increased 2.5% and mutual fund muni holdings rose to a record high $658 billion. more »
Even after defaults, high-yield bonds have earned above-market returns. more »
After suffering continuing losses in his prior role as manager of Pimco, Gross now sees his first month of net withdrawals at Janus Global Unconstrained Bond Fund. more »
Many investors traditionally bought high and sold low, losing out on market averages. But a new Morningstar report shows that the typical investor now is posting returns that are closer to those of mutual funds. more »
Municipal bond sales in the U.S. are set to increase in the next month while the amount of redemptions and maturing debt rises. more »
Bankers at the National Municipal Bond Summit said they believe new bond issuance will increase, especially in the high-yield senior living and charter school sectors. more »
Instead of a broad stock index, should advisors consider ETFs weighted by dividend payments? more »
Microsoft sold $10.8 billion of debt in its biggest bond sale on record, taking advantage of investor demand for the highest-rated corporate securities. more »
Janus Global Unconstrained Bond Fund attracted an estimated $85.6 million in net new money in January, the lowest amount since Pacific Investment Management’s former investment chief Bill Gross took over as manager in October. more »
Bill Gross invested more than $700 million of his own money in his unconstrained bond fund, Janus Capital Group's CEO Dick Weil said today in a conference call with investors and analysts. more »
As federal regulators consider extending bank-like oversight to asset managers, industry officials warn of adverse effects for investors. more »
Bill Gross said he was fired from Pimco, the first time he's publicly confirmed that he was dismissed from the firm he co-founded in 1971. more »
Women & Wealth: The Invisible Opportunity
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