States Dumping Estate Taxes, but Beware Those That Haven’t
A new report from the Tax Foundation shows which states still impose estate and/or inheritance taxes and their exemptions.
Middle-Income Americans Desperately Need Financial Advice: Financial Finesse
Cynthia Meyer, a financial planner at Financial Finesse, tells ThinkAdvisor about profitable ways to serve investors who don't qualify as high-net-worth.
IndexIQ Lowers Fees for 3 Currency-Hedged ETFs: Portfolio Products
Also, OppenheimerFunds and Direxion add ETFs; Harvest and Foundation Source launch continuing ed programs.
An Unconventional Approach to Asset Location
A traditional asset location strategy is to put stocks in a taxable account and bonds in an IRA. But this isn't always the best advice.
Trump’s Massive Tax-Cut Plan Faces ‘Train Wreck’ of a Calendar
Steven Mnuchin says the administration is committed to getting changes done this year.
Bernard Health Expands Partnership With Financial Advisors: Portfolio Products
Also, MSRB launched a free, scenario-based course to educate advisors and investors about municipal bonds.
Millionaires Love These 10 Small Towns
Though many wealthy Americans live in big cities, plenty of others prefer small-town life.
How to Succeed in Retirement Investing in the ‘New Normal’
As capital gains become smaller, investments that are designed for income, like many alternatives, will grow in popularity.
DOL Releases Fiduciary Rule Request for Information
Comments could lead to “new exemptions or changes” to the fiduciary rule and PTEs, as well as extending the Jan. 1 compliance date.
Corker Says GOP to Scrap Health Bill's Investment Tax Repeal
Another Republican senator says he'll be shocked if the BCRA bill fails to repeal the tax.