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Mitigating the 3 common conflicts of AUM fiduciaries
Advisers who use an assets-under-management model should lead with planning and do what’s in the best interest of their clients at all turns
The SECURE Act and open MEPs: Opportunities and threats for advisers
The legislation's green light for open multiple employer plans goes into effect at the start of next year
Roughly a third of workers have tapped retirement accounts, survey finds
Transamerica study warns that 'leakage' from plans could threaten retirement
Where does the SECURE Act stand?
The measure, which seems to have stalled in the Senate, would eliminate stretch IRAs for some beneficiaries.
Three Roth conversion traps that should be avoided
Advisers need to be aware of conversion rules so not to cause extra headaches.
Funding an HSA with an IRA
Although the ability to move funds from an IRA to an HSA is limited, it can be a valuable way to deploy IRA funds.
Rollovers are all bad! Use only direct transfers
A mistake on a rollover can cost a client their life savings.
Opening an IRA just for alternative investments
Platform leverages the SEC's crowd-funding regulations to give all investors access to alternatives.
Finra bars former Allstate broker for using employee’s IRA money
Kari Ann Buckles kept $2,264 she was supposed to deposit, Finra says.
5 reasons to keep some funds in traditional IRAs, even for Roth IRA lovers
Clients can use traditional IRAs to realize tax benefits related to medical expenses, business losses and charitable contributions.
