Legislative Update - Summer 2017

July 19, 2017 | Jon Vogler


Several bills that were introduced in the last session of Congress have reappeared in the current 115th Congress.

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Washington Insights - Summer 2017

June 29, 2017 | Jon Vogler

While the Department of Labor’s (DOL) fiduciary rule (aka the "conflict of interest" rule) went into partial effect on June 9, there is some uncertainty as to how much of the rest of the rule will survive.

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Estate planning? Stretch IRA is still an option - for now

May 15, 2017 | Thomas Rowley

Congress has considered for some time limiting the benefits of inherited IRAs — particularly the strategy called "stretching" the IRA.

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Partial Roth IRA conversions can be a sensible alternative

May 15, 2017 | Thomas Rowley

Lately, the attention paid to Roth IRA conversions has many investors asking themselves — and their advisors — if they should convert their Traditional IRAs. However, it may be wiser to consider how much to convert. People often think of a Roth IRA conversion as an all-or-nothing endeavor. In reality, you have the option to make a partial conversion instead of a full one, which can be a practical approach to limiting your conversion tax liability.

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Legislative Update - Spring 2017

April 11, 2017 | Jon Vogler


A large percentage of the retirement-related bills that have been introduced in this first calendar quarter of the new 115th Congress have to do with Social Security.

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Washington Insights - Spring 2017

March 23, 2017 | Jon Vogler

The time may be near for comprehensive US tax reform.

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Eight ways money can make its way into a Roth IRA

March 7, 2017 | Thomas Rowley

A Roth IRA offers benefits and a wide choice of investment options. Let's take a look at eight ways you could potentially fund a Roth.

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Taking distributions from Roth IRAs

March 7, 2017 | Thomas Rowley

Before you take a Roth IRA distribution, it's important to understand the rules to avoid penalties. The major consideration is order of distribution.

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Securing America's Financial Future

Jan. 25, 2017 | James B. Lockhart III

The Bipartisan Policy Center's Commission on Retirement Security and Personal Savings

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