Practice

For both Roth conversions and required minimum distribution purposes, be sure that the value placed on your investment is one that would pass IRS scrutiny.

The number one Social Security strategy is maximizing both spouses’ benefits. Here are two ways to help clients do this.

Spousal benefits are the meat and potatoes of Social Security planning. Have you helped your clients maximize their situation?

They’ve been called egotistic, impatient and self-entitled -- and they have a notoriously bad reputation when it comes to saving -- but advisors want them.

Program to focus on marketplace risks, 2014 SEC enforcement priorities and other topics.

Financial institutions need to tread lightly; it's very easy to miss the mark when offering loans and related services to women.

Less than two weeks after Illinois lawmakers broke through decades of gridlock and passed a bill to bolster the worst-funded U.S. state pension system, taxpayers are already seeing the benefits.

Activist investor Carl Icahn’s attempt to get Apple Inc. to return money to shareholders was criticized by the California Public Employees’ Retirement System, the largest U.S. public pension.

Rules, as they say, are made to be broken. Yet as financial planning has grown as a profession, collective thinking has coalesced around a few solid pieces of advice. A panel at the Morningstar Investment Conference on Friday set out to debunk some of those rules and establish new guidelines. Here are a few of the biggest myths they tackled.

Additional guidance from the SEC should provide some clarity to how the proposed trading restrictions under its new municipal advisor registration rule apply to municipal issuers, a securities industry official said.