Trump
Will Extending Tax Cuts Cost Retirement Savers?
Ironically, while some see lowering the savings limit as politically palatable because it impacts only a small segment of the population, that same fact reduces the effect of such a policy shift.
Most Likely Immediate Trump Changes To Fiduciary & ERISA Plans
As long as the fiduciary ball remains in the Executive Branch’s court, it’s easy to predict what will happen. That doesn’t mean, however, that we won’t see some surprises coming from the Legislative Branch.
Exclusive Interview: Marcia Wagner Expands On Retirement Plan Financial Planning White Paper
I do not underestimate the ability of the plaintiff’s bar to come up with novel and clever arguments, but for the reasons set forth in the white paper I do not believe that they can construct a viable theory.
What Bodes For The DOL & The SEC During Trump 2.0?
A lot may depend on who Trump selects to head up the DOL in his second term. If we start seeing familiar faces, that might indicate the department’s direction.
Baby Boomers, The Laffer Curve, And The Presidential Election
Laffer postulated that tax receipts might be increased by reductions in the tax rate because such reductions would bring people out of the underground economy and also reduce the usage of tax shelters. This advice was implemented in President Ronald Reagan’s “Reaganomics,” and it worked to increase tax revenues.
2024 Presidential Promises And Retirement Plans
Now that the conventions are over, it’s time to analyze policy positions. We have a Presidential election coming up that may have an impact on retirement savings. What might the impact be based on known policy positions? This would seem a bit of an uphill battle since one candidate hasn’t disclosed all her positions at […] Read Full Article
Retirement Pros Sound Off On DOL’s New Fiduciary Rule
This broader definition of fiduciary may impose a potential hardship on a segment of the retirement industry that has been trying hard to gain a foothold in plan infrastructure.
Is ESG Investing A Problem For Fiduciary Duty?
The Biden Rule, like the Trump Rule, does not encourage or discourage the use of ESG criteria when selecting investments. This allows fiduciaries to either adopt ESG principles or ignore them.
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