Top 5 States With Greatest New 401(k) Growth
New 401(k) plans are a good indication of a state’s growing economy, according to research by Judy Diamond Associates.
20 Best & Worst States for Taxpayer Value
WalletHub’s study factors in infrastructure, education, health and three other categories of state government services.
Top 10 States With Fastest 401(k) Growth
The average 401(k) balance in 2012 was nearly $76,000, up 11% over 2011, according to Judy Diamond Associates.
What’s Your State’s Dividend Income Tax?
Some states collect no extra tax on top of the federal dividend income tax, while some add an additional levy as high as 13.3%.
Top 10 Best States for 401(k) Plans
The best states for 401(k)s based on the concentration of strong plans, as measured by design, management and performance, are ranked by Judy Diamond Associates.
Northern States at Top, Southern States Bottom, in Income Security
The number of Americans living paycheck to paycheck reaches farther up the income scale than stereotypes might suggest.
How to Offer a ‘Mind-Blowing’ Client Experience
Successful advisors increasingly take a highly personalized approach.
Best & Worst States for Fiscal Health
The Mercatus Center ranked the states using four measures of short- and long-term financial health.
SEC, FINRA Enforcement: Swiss-Based Firm Bilks U.S. Investors of $11M
Meanwhile, FINRA fined Deutsche Bank Securities for deficiencies in its lending program while Argentus Securities was censured and fined on AML failures.
10 Best & Worst Tax States for Retirees
ThinkAdvisor highlights the five best and five worst states from a Kiplinger study on the tax environment for retirees.