UNDERPUBLICIZED 2012 TAX CHANGES & REMINDERS

Little details worth paying attention to as April approaches.> Presented by Dywane A. Hall, MA, RFC, CRPC Every year, the IRS institutes big and little changes – and some don’t get as much notice as they should. This year is no exception. Here is a rundown of some of alterations and asterisks affecting taxpayers this … [Read more…]

NEW DOL FEE DISCLOSURE RULES FOR 401(K)S

New regulations mean plan sponsors will have to be more accountable. Presented by «Dywane A. Hall, MA, RFC, CRPC» 401(k) plan sponsors will need to become 401(k) plan analysts. The Department of Labor is implementing new regulations for 401(k)s this year to address some longstanding issues. The intention is to make indirect plan costs visible … [Read more…]

WEEKLY ECONOMIC UPDATE – 3/19

    % CHANGE Y-T-D 1-YR CHG 5-YR AVG 10-YR AVG DJIA +8.31 +13.94 +1.85 +2.47 NASDAQ +17.28 +16.75 +5.75 +6.35 S&P 500 +11.65 +11.72 +0.25 +2.04 REAL YIELD 3/16 RATE 1 YR AGO 5 YRS AGO 10 YRS AGO 10 YR TIPS -0.09% 0.85% 2.16% 3.48% Sources: cnbc.com, bigcharts.com, treasury.gov, treasurydirect.gov – 3/16/126,7,8,9 Indices … [Read more…]