UBS - Just over a year ago, the International Monetary Fund (IMF) called inflation “the dog that didn’t bark” in reference to the remarkably stable rates of consumer price inflation in the wake of the 2008-09 financial crisis. One year later, that dog remains silent. But as any dog owner knows, a... (more) The Lexington Group - The Senate approved a bill to extend unemployment insurance assistance to over 2 million people. It also debated equal pay legislation (see below). The House passed a budget resolution for fiscal year 2015 that outlines a comprehensive tax-and-spending plan for the next deca... (more) The “stretch IRA” is not a type of IRA; it’s a wealth-transfer strategy. If you don’t anticipate needing all of your IRA assets to provide income in retirement, you may be able to stretch your IRA assets to benefit your spouse, children and grandchildren.
The stretch strategy begins with your UBS... (more)