by
Edward Hayes
After the pandemic, more clients are seizing the moment and putting their money to use before they die.
by
Jacqueline Sergeant
Matthew Benson has helped enact state laws benefiting retirees on several fronts.
by
Jennifer Lea Reed
Market timing leads to unnecessary losses, the company's research arm says.
by
Tracey Longo
The proposal also seeks to designate RIAs as “donor advisors,” subjecting them to excise taxes.
by
Tracey Longo
The program would reduce withholding on overpayments from 100% to 10%, the program's commissioner said.
by
Jeff Stimpson
Life insurance can help clients with expiring provisions of the Tax Cuts and Jobs Act, advisors say.
by
Evan Simonoff
Both candidates appear unlikely to address the federal debt time bomb.
by
Tracey Longo
They have big financial incentives to stay put in their homes, Redfin found.
by
Edward Hayes
Edward Jones says that even with a looming wealth transfer, families are skittish to discuss inheritances.
by
Tracey Longo
Even small allocations to a bitcoin portfolio can improve returns, say these asset management firms.
by
Evan Simonoff
Meanwhile, Mariner's CEO sees advisors missing a huge opportunity.
by
Jeff Stimpson
Starting this year, the SECURE 2.0 Act allows unused 529 plan funds to be rolled over into Roth IRAs without taxes or penalties.
by
Tracey Longo
The Social Security Administration said the bill would keep the program solvent through 2054.
by
Jeff Stimpson
The IRS offers a range of options for gradually paying off a large tax debt, advisors say.
by
Jennifer Lea Reed
They need about 8% more than what they needed a year ago, according to the Employee Benefit Research Institute.
by
Karen DeMasters
The online broker's rates last year were at one point 500 times lower than the federal funds rate, the suit alleges.
by
Tracey Longo
Clients can see their benefits increase 8% per year by suspending them or starting them over later.
by
Eric Rasmussen
Potential buyers say they like these products, so why don't they jump in?
by
Jeff Stimpson
New rules have stepped up the reporting requirements on smaller transactions, including those involving digital assets.
by
FA Staff
Advisors can transfer majority or minority ownership stakes in their businesses to the new firm.
