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Articles 231 - 240 of 247
Tax, Wealth Management
Nancy Skeans | 11.22.2016

Year-End Tax Savings Ideas, Second in a Series: Charitable Gifting Strategies - Boost Your Tax Benefits

Financial markets have appreciated over the past several years leaving investors with some significant gains in their taxable investment accounts. An investor
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Tax, Wealth Management
Beth Lynch | 11.16.2016

Year-End Tax Savings Idea, First in a Series: Capital Gains Distributions - Be Aware and Take Action

Every year, mutual funds are required to distribute any net realized capital gains to their shareholders regardless of whether the fund had a positive
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Estate Planning, SD Medallion Services, Wealth Management
Victoria Rogers | 10.18.2016

A Story for 8,000 Days

How would you spend 8,000 days? Joseph F. Coughlin, Ph.D., the founder and director of the MIT AgeLab, has reframed the understanding of our lifespan by
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Higher Education, Wealth Management
Karl Kunkle | 10.17.2016

Retirement Plan Litigation Spreads to 403(b) Plans

Litigation alleging breach of fiduciary that has beset large 401(k) plans for the last decade has now spread to the not-for-profit world as numerous large
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Cybersecurity, Wealth Management
Victoria Rogers | 9.7.2016

Aggregation Aggravation

Do you aggregate? In layman’s terms, do you download or link your financial information to one place? You may use mint.com, or Intuit’s Quicken,
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401(k) Plans, Internal Revenue Service, Tax
Dennis Mowrey | 8.30.2016

IRA Rollovers

On August 25, the IRS announced a new procedure to help people who miss the 60-day time limit for rolling over their retirement plan distributions into
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401(k) Plans, Audit, Benefits, ERISA
Brian Reitz | 7.19.2016

401(k) Plan Sponsors Continue to Face Class-Action Lawsuits

This past June, a $31 million settlement was reached in a class-action lawsuit filed against Massachusetts Mutual Life Insurance Company back in November
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401(k) Plans, Wealth Management
Karl Kunkle | 7.5.2016

Our View on DOL Fiduciary Rule Regarding Retirement Investment Advice

BACKSTORY. In April of this year, the U.S. Department of Labor (DOL) issued a long-awaited regulation that essentially applies a “fiduciary”
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Wealth Management
Karl Kunkle | 6.29.2016

Is Your 401(k) Plan a Potential Litigation Target?

In a recent article on NAPA Net, Nevin E. Adams, JD, Chief of Marketing & Communications for the American Retirement Association, outlines six (6)
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Real Estate, Wealth Management
David Brinkman | 6.9.2016

Real Estate Sector Moving on up to the S&P 500 Side

Effective September 1, 2016, the Global Industry Classification Standard (GICS), the basis for the S&P and MSCI indices, will be updated to include
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