The Investor Adviser Act of 1940 turned 75 on Saturday. The act protects investors by regulating investment advisers.
A fiduciary has to put his or her client’s interests first when it comes to providing investment advice. Employers providing 401(k) plans have had a fiduciary responsibility to the plan participants.
Employers who offer retirement benefits get a lot of bang for their bucks.
A GAO study finds that Social Security remains the largest component of household income in retirement, making up an average of 52 percent of household income for those age 65 and older.
The fiduciary standard is the highest standard of care. A fiduciary must only give advice that is in the client’s best interest
Contributing to an IRA may cut your tax bill, and if you’re self-employed, you may have even longer to contribute to some plans if you get an extension to file.
The issue in waiting until April 15, 2015 to fund 2014′s IRA contributions is that you’re losing up to 15 months’ worth of investment returns.
When you don’t have a choice, here’s how you can avoid the penalties for taking money early from your retirement accounts.
People don’t like annuities until they prove themselves to be a good deal, recent research says. Here’s one worth considering.
President Obama announced in late February that a Department of Labor rule requiring investment professionals to adhere to a fiduciary standard when advising retirement plan participants is being submitted for review by the Office of Management and Budget.