5 Trends Shaping Wealth Management in 2023 and Beyond
By Timothy WelshThese under-the-radar industry developments could have a big impact on your firm's strategic planning.
January 06, 2023
5 Keys to a Texting Policy That Will Stand Up to SEC ScrutinyThe SEC is aggressively looking into texting by financial professionals. Does your firm have appropriate policies and procedures?
January 05, 2023
Jeff Smedsrud's Health Insurance Development Watch ListA longtime trailblazer says one item is the draft Medicare plan lead-generation regulations.
January 03, 2023
Raise the Payroll Tax Cap to Save Social SecurityNo surprise, Social Security will only be able to pay 76% of promised benefits by 2033 if nothing changes.
January 03, 2023
Delaying RMDs Under Secure 2.0? Beware the 'Great Tax Crunch'Just because clients can wait longer to take RMDs doesn't mean they should. Ed Slott suggests an alternative.
December 30, 2022
An Insurance-Licensed CFP Considers a Life SettlementEven some agents may wince at the cost of using a term life policy conversion option.
December 29, 2022
Estate and Gift Tax Exclusions for 2023: How the Changes Affect Your ClientsThe IRS has adjusted these thresholds for inflation.
December 28, 2022
What Tax Deductions Can Insurance Agents Use For Their Business?It's time to prepare for your appointment with the accountant.
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