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Small businesses would not be allowed to enroll their employees automatically in state-run plans under legislation introduced in Congress.
February 9
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One way for clients to avoid or minimize their capital gains tax is to hold investments in tax-advantaged retirement accounts, such as IRAs and 401(k) plans.
February 8
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Firms must ensure that best interest practices are part and parcel of every investment deal.
February 8 -
Investors need to increase their allocation to stocks and other riskier investments to get the portfolio return that they need to secure their retirement.
February 7
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Clients can fully deduct their IRA contributions if they have no access to a workplace retirement plan.
February 6
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401(k) plans in small companies are a "blue ocean opportunity" for advisers.
February 6
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The final version of the memorandum that President Trump signed did not actually include a provision to hold up the regulation. It's still game on.
February 5
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People are saving more money for retirement and setting up more retirement accounts, with fewer savers borrowing from their funds, according to author Dan Kadlec.
February 3
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Advisers reacted to President Trump's efforts to halt the regulation.
February 3
