New IRA rollover rule can trip up many | Advisors can help clients pass more than wealth to offspring | Commentary: MyRA is slow getting off the ground
January 20, 2015
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New IRA rollover rule can trip up many
Many owners of individual retirement accounts will likely "get slammed" by a new rule that limits holders to one indirect IRA-to-IRA rollover annually, notes Gail Buckner, who adds, "Fortunately, there is a simple way to avoid any complications." She advises investors to do a direct transfer instead of an indirect one. Fox Business (1/19)
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Advisors can help clients pass more than wealth to offspring
Mark Caner notes that parents often want to pass on values as well as money. "The problem is that, too often, parents struggle to do so. That creates an added opportunity for the financial professional who is attuned to serve the broader range of wealth-related needs holistically," he writes. (1/19)
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Commentary: MyRA is slow getting off the ground
President Barack Obama's MyRA has been off to a quiet start, with no word on when the retirement-savings plan will be widely available. The plan might not be aggressive enough to get workers to save, Ben Steverman writes. Bloomberg Businessweek (1/20)
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Estate Planning Organizer: 6 Steps to a Better Plan
Estate planning can be a difficult yet important task. How well are your clients prepared? How involved are you in helping them implement their plans? If broken down into 6 primary steps, the important job of building an estate plan becomes more manageable. Download this FREE resource.
Policy Watch
Answers to what ails the U.S. retirement system
In their new book, Alicia Munnell, Charles Ellis and Andrew Eschtruth offer a guide "to navigate the current, problematic retirement system, while they attempt to jump-start a conversation about how policymakers can fix it," notes Scott Cooley. Morningstar (1/19)
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President's trust fund action may hit wealthy
President Barack Obama's proposal to close what he terms "the trust fund loophole" in the capital gains tax has prompted insurance and financial professionals to notify high-net-worth clients and other clients who might be affected. The change would affect tax provisions that allow people to pass appreciated assets to heirs without incurring capital gains taxes. InsuranceNewsNet online (1/19)
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10 ways to inspire creativity in your staff.
Fostering creative business practices isn't as hard as it seems and can lead to smart solutions. Use these ten techniques to help inspire and encourage creativity in your staff. Read the article and learn 10 ways to get the creative juices flowing.

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Passive funds continue to gain ground
According to Morningstar data, passive stock mutual funds in the U.S. attracted $166.6 billion in 2014, while investors withdrew $98.4 billion from actively managed funds. Passive equity is the top equity category over the past three years. Zacks (1/19)
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Bond ETFs post good performance for Q4
With quantitative easing ending in the fourth quarter, many expected the bond market to tumble. But many segments of the market fared well. "For bond exchange-traded-fund investors, the clear winners were products holding long-duration Treasuries," writes Jeff Tjornehoj, Lipper's head of research for the Americas. InvestmentNews (free registration)/Numbers Game blog (1/18)
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Transformational Journeys: Modern Business Planning
Harvard Business Review explores why CFO's and their finance organizations must adapt to the changing landscape of their markets and how big data, organizational collaboration, and new cloud-based planning and analysis technologies are driving successful change.
Click here to access the report.

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Employers offering more financial advice
More than 90% of employers intend to enhance their financial-wellness services, going beyond retirement planning, according to an Aon Hewitt survey. Such services include advice for employees on how to budget, as well as how to save money to buy a home or pay for a child's college education. Money magazine (1/19)
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Managing own retirement fund is not always a good idea
As the 401(k) becomes the dominant retirement savings vehicle, more people are effectively managing their own retirement funds, writes Priya Anand. "Unfortunately, many lack the basic financial literacy to be any good at investing," she writes. MarketWatch (1/19)
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How SDN Makes Campus Networks Better
When should agencies adopt SDN? IDC reports that SDN provides immediate benefits for government campus networks, including modernized IT infrastructures that are more agile, cost-effective, and collaborative.
Read this new IDC paper to learn more.

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