Practice

President Obama's proposed 2017 budget includes provisions that would scrap the "backdoor" Roth IRA and Roth contributions after 70, ending the tax benefits from these strategies; plus; are 401(k)s and 529 college savings plans safe places for clients to invest?

The commission wants to dramatically reshape the regulatory environment for investment advice in waning months of President Obama's administration.

Voices: Sometimes ‘intimidating’ but valuable ways to boost referrals find new prospects and build stronger relationships with current clients.

What clients with college loans need to know to save on their taxes; plus, tips for expat clients filing with the IRS, and knowing the details behind local and state tax deductions.

Seniors who consider living in 55+ communities should determine whether the homes are age-ready and conducive for people with diminished physical activity; plus, how boomers became the disillusioned generation.

About 75% of what's in the proposal will probably stick, says a leading retirement expert. Here's what advisors can expect.

More sophisticated mobile apps and better industry partnerships are being credited with easing access to 401(k) plan information and paving the way for wiser retirement planning decisions.

Mutual funds are vulnerable to runs that can spill over and cause problems in the broader financial system, according to a blog post published today on Liberty Street Economics by staffers at the Federal Reserve Bank of New York.

Applying for Social Security benefits early doesn't necessarily mean that applicants will receive the benefits early, an advisor explains to 64-year-old widowed client.

Advisor compensation is one of the stickiest problems for firm owners. Ross Lawrence and Greg Hoffman of Hoffman Financial Resources solved it through equity ownership.