|Advisers Beware and Be Cautious When Talking Taxes in 2018|
During a webinar called to discuss the advisory industry impacts of the Tax Cuts and Jobs Act, experts warned advisers to be ready to decline to offer tax advice during 2018—over and over again.
|Confusion Abounds After Fifth Circuit Decision Vacates DOL Fiduciary Rule|
The latest decision out of the Fifth U.S. Circuit Court of Appeals throws a dramatic new element of confusion into the epic regulatory saga that has been the rollout of the Department of Labor fiduciary rule.
|Three Quarters of Americans Have Not Planned for LTC Needs|
Yet nearly six in 10 say saving for long-term care is a financial priority
|Will SCOTUS Decide the Fate of the DOL Fiduciary Rule?|
Some ERISA attorneys argue the Fifth Circuit decision last week to vacate entirely the DOL’s fiduciary rule expansion makes a Supreme Court decision on the matter inevitable; others are less sure that a decisive SCOTUS decision could be forthcoming, instead expecting the SEC to take the lead; still others admit they have little idea how the regulatory picture will shake out, recommending patience and ongoing compliance.
|HSA Knowledge Gap Offers Clear Adviser Service Role|
Health savings accounts are often described as the 401(k) of health care—so it is only natural that retirement specialist advisers can play an important role in educating the public about these important savings vehicles; survey data shows more education and advice is desperately needed.