The alphabet soup of individual retirement account plans can make clients’ heads spin. Advisors can help match them to the right account to suit their needs.
So far only Virginia offers the tax-advantaged plans for saving for the care of individuals with disabilities through financial professionals, according to a recent report.
While many workers have taken steps to ensure they’re prepared to deal with state-specific remote-work tax consequences, many aren’t aware what they entail, according to the American Institute of CPAs.
Register today for Thursday's webcast, discussing how financial advisors can help reduce their clients' end-of-year tax bills. This webcast is sponsored by iShares.
From the elimination of the obscure “step-up basis” to a higher capital gains tax, a win by Joe Biden could change drastically how the wealthy invest, according to Bloomberg.