Justices make it easier to sue over 401(k) retirement plans

From: cbs46.com

WASHINGTON (AP) – The Supreme Court ruled unanimously Monday in favor of participants in employee retirement plans who object to companies’ investment decisions that eat into retirement savings.

The Broker Shell Game on the Fiduciary Issue

From: huffingtonpost.com

There’s no way to sugarcoat this. The position that brokers and their powerful lobbyists take on the “fiduciary issue” is nothing short of a flim-flam. Here’s everything you need to know to avoid becoming a victim.

Why Using a Fiduciary Is Important

Every registered investment advisor (RIA) is a fiduciary to their clients. They have a legal obligation to place the interests of their…

This study explains the federal tax law regarding the transfer of a retirement plan out of a terminating trust, and also illustrates how the author complies with IRS Circular 230 when providing written tax advice:

IRS Releases Updated Rollover Chart

From: irahelp.com

The IRS has released an update on their IRA rollover chart that includes language regarding the more restrictive once-per-year IRA rollover rules that take effect on January 1, 2015. Please see the updated chart below: