More than seven in 10 new Roth IRAs are opened with contributions; traditional IRAs created through rollovers
House committee approves a bill that would allow tax-free charitable contributions up to $100,000 from IRAs.
FINRA put financial advisers on notice to review their rollover practices to ensure compliance.
With more than $350 billion in assets, affluent investors unhappy with their current employer-sponsored retirement plans have no misgivings about moving their funds elsewhere.
Cogent Research says "keeping plan participants happy can have a multiplier effect."