Final Senate Finance Bill Text Keeps Narrow LTCI Tax Break Provision
By Allison BellThe provision could affect clients who use retirement plan assets to pay the premiums.
September 09, 2022
15 Best Cities for Financial Advisors to Start a Career: 2022The cities offer a combination of competitive salaries, low rents and access to high-income prospects.
September 08, 2022
Senators Release Final Text of EARN Act Retirement BillThe bill will be part of the Senate's Secure 2.0 package, which must be reconciled with the House version.
September 08, 2022
Debate: Should Tax Deferrals From Opportunity Zone Investments Be Extended?Two professors discuss delaying the taxation of these capital gains through 2028.
September 08, 2022
Private Equity Firms Face Life Insurer Safety Questions at Senate HearingRepublicans backed private firm owners of life insurers; Democrats had questions for regulators.
September 08, 2022
'Diversity Is Just Good for Business': Schwab's Leslie TaborThe first-generation Filipino American and investor discusses going from administrative assistant to financial advisor and mentor.
September 08, 2022
Grantham's GMO Launches Platform to Streamline Client Portfolio CustomizationThe platform is intended to help advisors ensure clients can access the financial resources they need, when they need them.
September 08, 2022
How Advisors Can Help Clients With a Terminal IllnessProper planning done compassionately can save these clients a lot of angst, advisor and physician Carolyn McClanahan says.