Supreme Court May Level the 401(k) Playing Field

Supreme Court May Level the 401(k) Playing Field

On Feb. 24, 2015, the U.S. Supreme Court heard oral arguments in Tibble v. Edison International. The decision in this case could level the playing field for 401(k) plan. Dan Solin explains. http://ow.ly/KqxKL   By clicking on any of the links above, you acknowledge that they are solely for your convenience, and do not necessarily imply any affiliations, sponsorships, endorsements or representations whatsoever by us regarding third-party Web sites. We are not responsible for the content, availability or privacy policies of these sites, and shall not be responsible or liable for any information, opinions, advice, products or services available on or through them. The opinions expressed by featured authors are their own and may not accurately reflect those of the BAM ALLIANCE. This article is for general information only and is not intended to serve as specific financial, accounting or tax advice. © 2016, The BAM...
Avoid the Ultimate R.I.P. – Dan Solin

Avoid the Ultimate R.I.P. – Dan Solin

Many estate planners advise their clients to complete a useful, albeit sobering, exercise. The exercise calls for the client to assume they have died, and that their beneficiaries are gathered around the dining room table dealing with the aftermath. The point is to identify before the fact some key estate planning questions a client may need to address. Are you prepared? lesshttp://ow.ly/K7pJC     By clicking on any of the links above, you acknowledge that they are solely for your convenience, and do not necessarily imply any affiliations, sponsorships, endorsements or representations whatsoever by us regarding third-party Web sites. We are not responsible for the content, availability or privacy policies of these sites, and shall not be responsible or liable for any information, opinions, advice, products or services available on or through them. The opinions expressed by featured authors are their own and may not accurately reflect those of the BAM ALLIANCE. This article is for general information only and is not intended to serve as specific financial, accounting or tax advice. © 2016, The BAM...
Do You Know What You Pay Your Advisor?

Do You Know What You Pay Your Advisor?

Do You Know What You Pay Your Advisor? President Obama is championing the wider application of the fiduciary standard, but that’s just business as usual. Manisha Thakor, BAM director of wealth strategies for women, explains the ins and outs of advisor compensation.http://ow.ly/K0X2l   By clicking on any of the links above, you acknowledge that they are solely for your convenience, and do not necessarily imply any affiliations, sponsorships, endorsements or representations whatsoever by us regarding third-party Web sites. We are not responsible for the content, availability or privacy policies of these sites, and shall not be responsible or liable for any information, opinions, advice, products or services available on or through them. The opinions expressed by featured authors are their own and may not accurately reflect those of the BAM ALLIANCE. This article is for general information only and is not intended to serve as specific financial, accounting or tax advice. © 2016, The BAM...