How badly do providers want IRA rollover business? So badly that at least one is willing to pay for it.Ally Bank, the banking subsidiary of Ally Financial, announced it will pay $100 to $500 to consumers who rollover outside funds to one of their IRA products.From the first of the New Year through …
Baby Boomers
Where Not to Die
Nineteen states and the District of Columbia impose an estate tax on a person’s assets after death, an inheritance tax on the heir receiving the assets or both. Here’s the expected 2015 exemption and the top rate for each. …
5 changes ushered in by ERISA
There’s no shortage of debate about whether the Employee Retirement Income Security Act is meeting the retirement challenges now facing baby boomers and generations to follow. But there’s no debating that the law ushered in some monumental changes, enhancing, if not revolutionizing, the concept of …