Tracey Longo
Columnist and Washington Editor at Financial Advisor
Washington Editor, Financial Advisor Magazine https://t.co/PNfIyPW8o8. Free speech absolutist.
Articles
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1 week ago |
fa-mag.com | Tracey Longo
Despite the abundance of wealth many retirees accumulate over their lifetimes, new research reveals a paradox: Retirees tend to spend far more from guaranteed lifetime income sources like Social Security, pensions and annuities than from their own savings or investment portfolios. The implications are significant for financial advisors seeking to help clients maximize both financial security and quality of life in retirement.
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1 week ago |
fa-mag.com | Tracey Longo
The U.S. Department of Labor (DOL) is tapping the brakes once more in the high-stakes legal battle over the Biden-era fiduciary rule, asking a federal appeals court for another 60-day delay. The request, filed with the Fifth Circuit Court of Appeals today, would give the agency until June 16 to decide on its course of action in the case.
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1 week ago |
fa-mag.com | Tracey Longo
The Retirement Savings for Americans Act (RSAA), a bipartisan bill to create a federally managed retirement plan for private-sector employees who don’t have access to an employer-sponsored plan, has been reintroduced in both the House and Senate. Proponents of the legislation argue it would close the retirement savings gap by increasing the number of private-sector employees who use tax-deferred retirement savings.
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2 weeks ago |
fa-mag.com | Tracey Longo
After share prices skyrocketed right after President Trump announced a 90-day reduction of his sweeping tariffs, Democrat lawmakers want to know who at the White House knew about the surprise announcement beforehand and are calling for an insider trading probe. Democrat Sen.
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2 weeks ago |
fa-mag.com | Tracey Longo
The idea of raising taxes on the highest earnings to finance renewed tax cuts for everyone else seems to be picking up steam in both the White House and the GOP-led Congress. Republicans want to extend the lower tax rates set by the 2017 Tax Cuts and Jobs Act, and to aid in that effort, they’ve floated the idea of letting the top tax rate on high earners to revert back to 39.6%—its pre-2017 level—or even climb to 40%. The idea was first promoted by Sen.
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A must-read for advisors from my favorite fiduciary expert @280lmtd
On the Fiduciary Duty of Loyalty, the Nature of Informed Consent, and the Requirement of Substantive Fairness https://t.co/xS97wmYmLh via @LinkedIn
RT @EricBalchunas: The Boomer Put is really good, may borrow it. I like that it works for both stocks and Bitcoin too, both of which would…
The Trump administration's budget axe is forcing thousands to re-evaluate their retirement plans. Here’s how financial advisors are helping—Joanne Burke, CFP®, Belle Osvath, CFP®, CSLP®, AIF® Aaron Clark, Heritage Financial LLC @FAMagazine https://t.co/bnwOnZaQxG