4 Retirement Tax Challenges to Consider During an Economic Downturn
By John ManganaroRocky markets hurt nearly and newly retired investors, but they also deliver key tax planning opportunities.
November 16, 2022
FINRA Launches Targeted Exam of BDs' Crypto Asset CommunicationsThe exam targets broker-dealer practices regarding retail communications concerning crypto asset products and services.
November 16, 2022
9 Reasons This Popular Trust Isn't Just for the Super-WealthySpousal lifetime access trusts have estate and retirement planning benefits even for clients below the estate tax threshold.
November 16, 2022
Does Your Client Need a Trust?Trusts can offer a level of flexibility that wills cannot, but is one right for your client?
November 16, 2022
Lame-Duck Congress Eyes $100B Tax-Cut Deal With Break for BusinessRenewal of a tax break known as bonus depreciation and an expanded child tax credit are on the table.
November 15, 2022
17 Firms With Big Layoffs in 2022The tech industry shed 9,587 jobs in October, the highest monthly total since November 2020.
November 15, 2022
Jury Convicts Ex-Broker Who Lived Lavish Lifestyle Instead of Paying TaxesJames Millegan concealed millions of dollars from the IRS, according to court documents.
November 15, 2022
10 Retirement Planning Steps for Clients to Take Before 2023The market dislocations of 2022 have caused significant pain but also raised significant retirement planning opportunities.