Don't Leave Retirement-Account Tax Surprises to Clients' Heirs
By Jeff BermanThe Secure Act and changing estate tax thresholds give advisors lots to talk about, Capital Group's Leslie Geller says.
March 30, 2022
5 TED Talks Advisors Recommend: 2022In our annual quest for illuminating presentations, these were the top picks.
March 30, 2022
Bill That Could Boost Lifetime Annuity Use Sails Through HouseH.R. 2954 would also help life insurers put ETFs on variable annuity fund menus.
March 30, 2022
Creative Planning Buys Silicon Valley RIA Serving Tech ExecsEmery Howard manages over $1.8 billion and is located in Creative Planning's fastest-growing U.S. market, CEO Peter Mallouk says.
March 30, 2022
12b-1 Fees in Wrap Accounts Are an SEC Exam Priority in 2022Also on the 2022 priority list are other revenue sharing arrangements and advisor conflict-of-interest policies.
March 30, 2022
A New Tool for Multi-Gen Client EngagementAdvisors will find plenty to share with clients and their children from soon-to-be-released government data.
March 30, 2022
Ed Slott: Secure Act 2.0 Reduces 'Draconian' RMD Penalty, Broadens RothsThe sweeping retirement bill passed in the House Tuesday and is expected to be taken up in the Senate soon.
March 30, 2022
The 5 Biggest Retirement-Related Tax BreaksThese tax code provisions help clients but increase the budget deficit.