The Assets: Tax planning
October 23, 2018
Wealthfront Mints a Partnership to Turbo-Charge Client Access
Users of Intuit’s TurboTax and Mint software will be able to pre-populate account information from their tax data.
October 17, 2018
Social Security Cost-of-Living Adjustments May Not Be Enough, Warns Lobby
The SSA is making a 2.8% cost-of-living increase for beneficiaries, but healthcare costs, among others, are rising faster than inflation, according to the AARP.
October 3, 2018
Here's How Retirement Savings Change Under Congress' Tax Cuts 2.0
The Family Savings Act of 2018 will apparently make it easier for smaller firms to form multi-employer plans.
October 2, 2018
Changes to Estate and Tax Planning Under the TCJA
The 2017 Tax Cut presents significant changes, and opportunities, for your clients. Make sure you understand everything involved so you can serve their best interests heading into 2019.
September 28, 2018
The Secret to Understanding Young High Net Worth Women's Investment Desires
Majority of women with $5 million or more in assets head the household’s financial planning.
September 13, 2018
What does Trump's RMD Review Mean for FAs and Their Clients?
An Executive Order tasks Treasury to review the 70 ½ trigger age for Required Minimum Distributions of 401(k)s and FAs say some changes to advice may be in store.
September 4, 2018
Trump Directs Treasury and DOL to Review Retirement Savings Rules
An executive order directs the agencies to review rules on multi-employer 401(k) plans and tax-sheltered individual retirement savings plans.
August 17, 2018
How Wealth Managers Can Use Pensions to Reduce Taxes
Defined-benefit plans let certain professional business owners reduce their taxable income.
August 7, 2018
How Regional Banks Do Wealth Management
In Ohio, regional banks offer a complete set of financial planning services, although account minimums can be $1 million or more.
August 2, 2018
Merrill Lynch Lawsuit Brings Cautionary Tale to FAs Handling Client Estate Documents
The suit concerns the apparent lack of execution of a transfer on death agreement.