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.
20 Best & Worst Cities for Pension Funding
The woes of public pensions are big news, but not all are in crisis.
Top 10 Offbeat, Cheap Cities for Retirement
Retirees can find the perfect place to start a new phase of life in any area of the nation.
10 Best States for Business Taxes
The Tax Foundation released its 2014 State Business Tax Climate Index, which used five key factors to determine rankings.