The Department of Labor is trying for the fourth time to extend fiduciary duty to virtually all annuity sellers. Industry critics are spoiling for a fight. So what’s in this rule?
Originally pulled in as temporary help during the height of IRA season, Denise Appleby took to IRAs “like a fish to water,” never looked back and eventually became renowned for her expertise.
The beginning of a new year is the perfect time to set that Big Hairy Audacious Goal for yourself and your practice. But you won’t achieve it overnight.
The SECURE Act and its companion, SECURE 2.0, introduced several changes to retirement saving and associated tax implications for 2024. Likewise, the looming presidential election will have major influence on the direction of tax policy.