Ed Slott: About That New IRA Conflicts of Interest Report ...

Published on August 29, 2024

The remedy suggested in the report could "inadvertently wipe out a client's IRA," the tax expert warns.

       
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$300M Northwestern Mutual team decamps to RayJay

August 29, 2024
Raymond James has notched another recruiting win at its independent advisor channel as it welcomes a trio of Colorado advisors from Northwestern Mutual.The firm announced Thursday that Raymond James Financial Services has added Garrison Financial Group, a Colorado-based advisory team.The group, led by financial advisors Craig Garrison, Timothy Hall, and Matthew Strelau, recently transitioned from

Half of people plan to work past 65 or never retire, survey says

August 29, 2024
Many of today’s middle-class workers are hoping to work past age 65 or never retire – plans that for over half of them are unlikely to pan out.Results of a survey published this week by the Transamerica Center for Retirement Studies found that 49 percent of middle-class workers plan to work past 65 in some capacity, including 15 percent who say they will never retire. The top reasons for planning