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The department is asking the Office of Management and Budget to postpone the compliance date for 18 months for the best interest contract exemption and other aspects of the rule.
August 9 -
Investors pulled $2.1 billion from domestic mutual funds and ETFs in the week ending July 12.
July 24 -
Energy was likely a “headwind,” analysts wrote.
July 21 -
The manager says his research into one of the natural world’s most byzantine systems has helped to better understand the financial markets.
July 20 -
The once dubbed masters of the universe have barely made money this year and once again, their returns pale next to those of cheaper index funds.
July 11 -
Stocking away income in company-sponsored plans can provide corporate executive clients tax-free compounded growth on investments.
June 16 -
Central bank rate policies are artificially driving up asset prices while creating little growth in the real economy, the Janus bond fund manager suggests.
June 8 -
Claiming the earned income tax and child tax credit may get tougher under Trump’s 2018 budget plan.
June 2 -
Harvesting losses to write off taxable gains is one strategy to address the Trump administration's plan to scrap the 3.8% net investment income surtax.
May 26 -
A 2014 law lets clients disabled before the age of 26 to save as much as $14,000 annually without facing any tax burden.
May 19 -
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If implemented, wealthy clients may consider making charitable donations and waiting until next year to realize income.
May 8 -
From health care expenses to taxes, how planners can help clients strategize.
May 5
Life Planning Partners -
Business groups looking for regulatory relief were quick to hail the Senate's confirmation of Jay Clayton, a veteran Wall Street lawyer.
May 2 -
Despite confusion over the rule's fate, ERISA attorney Fred Reish warns advisors it's likely to go into effect without significant changes.
May 2 -
Many of the president's "core principles" were similar to promises he made on the campaign trail, including a reduction to 15% in the rate for businesses.
April 28Thomson Reuters Checkpoint -
Alexander Acosta must reckon with a June 9 deadline amid a tense political debate dividing the industry.
April 27 -
The Labor Department's own rule-making process may be presenting hurdles to completely rescinding the regulation.
April 27 -
The proposal includes cuts that would benefit businesses, the middle class and certain high-earning individuals but left unanswered questions about whether the plan would be paid for, or how.
April 26 -
Bequests, endowments and other gifts demand expertise beyond traditional tax and estate help.
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