According to a recent Wall Street Journal article, retirement plans and IRAs account for about 60 percent of the assets of U.S. households investing at least $100,000.¹ Both state and federal laws govern the disposition of these assets, and the results can be complicated, especially when the owner of the account has been divorced and remarried. Therefore, it is important for plan fiduciaries ...
Today is a historic day. Early this afternoon the 45th president of the United States was sworn into office. No matter your political stance and beliefs, it's undeniable that this unique and peaceful transfer of power every four years demonstrates the beauty and the grace of our democracy.
In a new white paper entitled "A New Administration in Washington: How will Trump's Policies Affect ...