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June 29, 2012
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Financial and wealth management news for the retirement community

  Top News 
  Industry Update 
  • Health care law will mean higher taxes for the wealthy
    Clients with high net worth will pay more under the health care law. Effective Jan. 1, people who earn more than $200,000 a year or couples whose earnings exceed $250,000 annually will pay a 3.8% tax on investment income to help pay for the law. Advisers can help clients by deferring investment income and suggesting a switch from traditional individual retirement accounts to Roth IRAs, experts said. InvestmentNews (free registration) (6/28) LinkedInFacebookTwitterEmail this Story
  • Supreme Court ruling catches investors flat-footed
    Investors were caught off guard by the Supreme Court's health care ruling, rushing to buy stocks in health care providers and abandon major insurers amid a chaotic day's trading that saw the Dow Jones industrial average slide sharply before rallying. As Republicans pledge to repeal the law, and Democrats equally commit to defend it, the issue will likely remain on investors' radar through the November election. Los Angeles Times (tiered subscription model) (6/29), National Journal/Influence Alley blog (6/28) LinkedInFacebookTwitterEmail this Story
  • Why men are more optimistic about retirement
    Men do more planning for retirement, which could explain why male baby boomers were more optimistic about retirement in an Ameriprise Financial survey, says Suzanna de Baca, the company's vice president of wealth strategies. Another factor could be that men are less likely to have gaps in work to care for children and family members, so they have more opportunities to save money. Fox Business (6/28) LinkedInFacebookTwitterEmail this Story
  Financial Literacy 
  • Top myths about credit
    Not all three credit bureaus have the same information, and checking your own credit report doesn't hurt your score -- but experts say many Americans think the opposite is true. Other credit myths include thinking that a credit report includes your credit score and that debit cards can help your credit, Martha White writes. blog (6/27) LinkedInFacebookTwitterEmail this Story
  On the Economy 
  Building Your Practice 
  • Reviewing a company's "retirement-plan menu" helps client, adviser
    Offering to review a client's company "retirement-plan menu" can help the client and the financial adviser, Ric Lager writes. Doing so produces a better retirement investment for the client and results in other employees at the company becoming prospects for retirement planning, Lager writes. AdvisorOne (6/28) LinkedInFacebookTwitterEmail this Story
Every man takes the limits of his own field of vision for the limits of the world."
--Arthur Schopenhauer,
German philosopher

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