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Lawmakers to push off Social Security reform until point of political pain

Congress won’t tackle major Social Security reform until the program nears a crisis that falls within most legislators’ reelection windows.

United statesWhite houseDistrict of columbiaJeff bushSocial securityWashington updateInvestmentnews retirement income summitBuild back better

Slott urges moving money from traditional IRAs and their tax stench to Roth IRAs

Ed Slott notices an odor wafting from traditional IRAs. It's the tax stench, and he advises savers to move their money.

United statesMargaret mitchellEd slottInvestmentnews retirement income summit

Gary Gensler sets fast pace in first months at SEC helm

Gensler revamped the SEC, and the legislative highlight of the year was Democrats raising fewer taxes on the wealthy than anticipated.

United statesBarbara roperHeather slavkin corzoJamie hopkinsGary genslerJay claytonJoe bidenExchange commissionCarson groupConsumer federation of americaRepublicans in congressMichael canningConsumer federationPresident joe bidenInvestmentnews retirement income summit

Diminished capacity talk with a client requires active listening, empathy

The hardest conversation an adviser's likely to have with a client won’t be about investments or retirement, but the client’s mental capacity.

United statesRyan bertrandMichele krygerChris heyeThomas westWhealthcare planning incFinancial industry regulatory authority incAmerican securities administrators associationInvestmentnews retirement income summitSignature estateFinancial industry regulatory authority

Wait-and-see works better than overreacting to possible tax changes

Ever since Democrats gained control of Congress and the White House, advisers have braced for tax increases affecting their wealthy clients.

United statesWhite houseDistrict of columbiaDavid koverJulie hallTim steffenJoe bidenThomas balcomFinancial groupMeans committeeRobertw baird coPresident joe bidenBuild back better actInvestmentnews retirement income summitVertical financialHouse ways

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