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It's Now Or Never For Backdoor Roths,

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Congress wants to ban them after this year.

For Thanksgiving, Some Answers On The Meaning Of Life

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Family took the top spot for reasons to be grateful in a new Pew survey. A more surprising result: Jobs came in second.

Why Retirees Feel Unprotected

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As the need for protected income increases, annuity sales have skyrocketed.

Do People Save More When Their Kids Fly The Coop?

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The conclusions have been hard to draw, says a new Center for Retirement Research study.

With An Eye To Smaller, Newer Firms And Planners, The FPA Partners With SoFi

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Advisors will get access to financial solutions, services, and educational resources from SoFi at preferred rates.

DOL Rule Violators Could Get 10-Year Rollover Advice Suspension, Attorney Says

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A former DOL attorney says enforcement of new fiduciary and retirement plan advice rules could be very strict.

Morningstar Says The 4% Rule Is Now 3.3%

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The 4% withdrawal "rule of thumb" should now be 3.3% or lower, according to Morningstar.

2021's Best Places To Retire In Florida

by FA Staff

Deciding which cities to retire to in Florida is just as important as deciding to retire to Florida.

Inflation-Pinched Shoppers Are Turning To Discount Stores Ahead Of The Holidays

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Now that relief programs have expired, Americans are hunting for deals.

New Tax Proposal Could Chill Use Of Trusts In Estate Planning

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A Build Back Better Act provision could derail the use of trusts to pass wealth. Here's a potential solution.

Should Affluent Clients Wait A Year To Make Big Donations?

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The unsettled tax picture in Washington, D.C., means the decision involves some guesswork.

401(k) Participants Seek Blend Of Guaranteed Income And Investments, Study Suggests

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Eighty-one percent of respondents in a DC participant survey wanted guaranteed income on the table.

Mega-IRA Tax Changes Resurface In Draft Of U.S. House Bill

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Concerns mount that wealthy Americans are using retirement accounts as powerful tax-avoidance vehicles.

Democrats Eye Enlarging Minimum Tax To Counter SALT Expansion

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Sen. Bernie Sanders said he could support unlimited SALT deductions only for those earning under $400,000 a year.

Earn 7.12% Risk-Free On Your Savings, No Crypto Or Junk Bonds Needed

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Rising inflation is responsible for the eye-popping headline rate.

Here Comes FinPsych--Time To Learn More About Financial Psychology

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Next Chapter seeks ideas to help advisors better use empathy and emotional intelligence with their clients.

Rich Turning To Securities-Based Loans For Easy, Tax-Free Money

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Using securities as collateral has its benefits, but also its risks, advisors say.

Firm Success Will Hinge On Return To Office, Schwab's Bernie Clark Says

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Workers are demanding flexibility in their work schedules.

The Covid Advisor Business Boom

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Sourdough starters, home remodeling … and estate planning.

Are Longevity Assumptions Obsolete?

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Estimates for clients' lives might be too out of date for their retirement plans.

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