Updated Thursday, July 24, 2014 as of 7:01 PM ET
After High Court Ruling, How to Protect Clients
A recent high court ruling signals change for any client planning to pass along an IRA to heirs - and perhaps for some who have inherited IRAs themselves.
The U.S. Supreme Court ruled unanimously in June that under federal law inherited IRAs are not protected in bankruptcy.   more »
More in Retirement Planning
When does a Roth IRA make sense; How early 401(k) withdrawals can affect your retirement security; Building a solid nest egg more »
The IRS has partially withdrawn some of the rules it had earlier proposed on limiting rollovers from individual retirement arrangements. more »
Many independent advisors say they consider themselves fiduciaries, even if they aren’t legally obligated to adhere to that standard of care. So why are so many opposed to the DoL's expected proposal? more »
What's driving this new interest? Follow the money: U.S. retirement assets totaled $23 trillion in the first quarter of this year. more »
These combination or hybrid products package long-term care coverage with a life insurance policy or annuity-like product. more »
On October 22, 2010 the U.S. Department of Labor proposed to broadly amend the definition of fiduciary under ERISA as a person who provides investment advice to plans for a fee or other compensation. The rule has generated a lot of controversy, and the DOL has delayed the redraft of it until at least January 2015. more »
The value of small-cap value funds; Managing the "new retirement;" Clients want to be more "hands-on" with their 401(k) plans. more »
Dos and Don’ts with 401(k) Plans; Building Retirement Savings; Income Strategies more »
Paul Mahan is back in his old position at Commonwealth after a month with LPL Retirement Partners. more »
Kathleen Tarr says AT&T Inc. employees looked to her as “their de facto 401(k) expert.” Visiting their homes and offices, she advised them on their retirement plans as they called up balances on computer screens. more »
Three legal characteristics of inherited IRAs lead to the Supreme Court conclusion that the funds are not "objectively set aside for the purpose of retirement." more »
Gen-Xers lost about half of their wealth between 2007 and 2010, according to a Pew Economic Mobility analysis last year. But even before the housing collapse, they were having trouble keeping up with their parents in building assets. more »
Most boomers want more from their post-career years than cruises and golf, a Merrill Lynch survey finds. Advisors should take note as they help clients plan for life after their primary career. more »
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