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The best- and worst-performing target date funds
The latest data on target date funds through the fourth quarter of 2014, including a look at how J.P. Morgan has thrived in the space.
2010 Roth conversions are now penalty-free
With the five-year period satisfied, many clients meet the requirements for qualified distributions
Key Supreme Court case leaves union retiree health care benefits up in the air
Don't assume retiree health care benefits provided by companies are forever.
What Obama's attempt to tax 529 plans says about the safety of Roth IRA assets
Changes could spark revolt, but 'when Congress needs dollars, they're going to get them,' one adviser says.
FSI to zero in on state advocacy this year
Group set to launch lobbying days in Florida, Texas, New York and California.
Retirement crisis is real and getting worse: Study
More than half of U.S. households don't have enough saved for retirement, Center for American Progress finds.
Russia is starting to look like an investment opportunity
Today's Breakfast with Benjamin features the case for investing in Russia looking great, at least on paper. Plus: Hedge funds are still shorting oil, will the big snowstorm close the financial markets, and how to pick the right IRA for your clients.
2014 stock market rally pays off for charitable giving
Last year's market gains were great for investors and even better for charitable organizations, as clients sought to mitigate the ill effects of capital gains taxes.The S&P 500 wrapped up 2014 with a gain of about 11%, continuing the recovery that's been unfolding since the market nadir in the
The watershed moment for lifetime income
Making lifetime income options more readily available will help enhance retirement security, according to IRI's Cathy Weatherford.
Brokers under White House scrutiny for costing workers billions in retirement savings
New government research says some broker practices are costing investors $8 billion to $17 billion a year, and the White House may now support tighter oversight of brokers who handle retirement accounts.
The next thing to worry about: Investor overconfidence
In Friday's Breakfast with Benjamin, the downside of a multi-year bull market in stocks: Investors get overconfident. Plus: If oil drops to $30 look out below, not all hedge fund workers are rich, and what the IRS is looking for now.
A recipe for future retirement security
When the American College of Financial Services released the results of its first-ever “Retirement Income Literacy Survey” last December, I dutifully reported the astounding results: Just 20% of retirement-age Americans can pass a basic quiz on how to make their nest eggs last throughout
Secrets for successful withdrawal strategies in retirement
Market conditions in early retirement can help predict whether your clients' assets will actually last 30 years.
Will European easing sideline a Fed rate hike?
Advisers and experts say 'the Fed really is hamstrung' by European Central Bankers' planned $50-billion-per-month quantitative easing program, meaning they can't raise or lower interest rates in this environment.
Blood and money: How familial strife can unravel estate plans
Advisers can prevent undue influence by watching for radical behavior of family members and signs of dementia in clients.
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