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February 25, 2013
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Financial and wealth management news for the retirement community

  Top News 
  • Report calls for limits on 401(k) incentives for high earners
    Retirement-savings tax incentives should be reduced for top earners, a report from the Brookings Institution recommends. These individuals would save for retirement even without the incentives, and the incentives are not effective at prompting those with lower incomes to save, says Karen Dynan, author of the report. The tax benefit given to 401(k)s is projected to cost the U.S. $429 billion between 2013 and 2017. Bloomberg (2/25) LinkedInFacebookTwitterEmail this Story
  Industry Update 
  • Report: Real after-tax returns should be a priority for retirees
    Retirees should take steps in light of now-permanent tax-relief provisions and expired tax cuts to ensure that their financial plan will continue to serve them throughout retirement, Fidelity Investments says. "Fidelity is encouraging investors to sharpen their focus on real after-tax returns, which is what remains after taxes and inflation are accounted for, and not just on nominal pre-tax returns -- also referred to as total returns," Fidelity's John Sweeney said. (2/22) LinkedInFacebookTwitterEmail this Story
  • SEC outlines 2013 priorities for examiners
    This year, examiners at the Securities and Exchange Commission will focus on investment advisers who are dually registered as broker-dealers and those who work with hedge funds and private-equity funds. The agency outlined its examiners' priorities to ensure that advisers are not caught off guard. InvestmentNews (free registration) (2/22) LinkedInFacebookTwitterEmail this Story
  Financial Literacy 
  • Strategies for scaling back debt as retirement approaches
    Baby boomers who want to reduce their debt before entering retirement should first try to cut back on paying for monthly expenses with credit cards and instead switch to cash or debit cards, says Katie Libbe of Allianz Life Insurance. They also should assess whether to pay off a mortgage first, or, if the interest rate is low, to direct the money to paying down higher-interest debt. Fox Business (2/21) LinkedInFacebookTwitterEmail this Story
  On the Economy 
  Building Your Practice 
  • Experts give advice on overcoming fears about going independent
    Financial advisers who aspire to establish an independent practice often are held back by fears about client loyalty, a lack of business-management experience and an initial loss of income, experts say. Experts suggest trying to weigh clients' loyalty by asking appropriate questions and tapping the many resources available to independent advisers. As for income, "in the long run, your compensation will go up and you will have the satisfaction of running your own business, your way," says Eric Sheikowitz of Focus Partners. The Wall Street Journal (2/23) LinkedInFacebookTwitterEmail this Story
Kindness is loving people more than they deserve."
--Joseph Joubert,
French writer

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