Retirement planning

The legislation would encourage saving earlier by enrolling employees automatically in their company’s 401(k) plan, whenever a new plan is created.

The Secure Act’s “RMD hall pass” for surviving beneficiaries requires deft maneuvering to deal with long-term concerns.

There’s a significant opportunity for advisors to help their non-business clients, earn some new ones — and it can be taken advantage of right now.

The thresholds will all rise, according to the IRS.

While it may seem that there is a high barrier for entry, there are many resources available for advisors who deal with financial services abroad.

More than 130 fund management and financial advisory firms have written letters opposing the plan. And the complaints keep coming.

Both have their allure, but astute advisors can sort out the best choice between low-cost and premium versions.

Some cash-strapped clients with high medical costs could really benefit from making this move.

A recent study suggests sales of "expensive" VAs fell as a result of the vacated rule. But there are other factors at play, writes Raymond James' Scott Stolz.