Osaic Taps Community Capital Tech for Loan, Banking Services
By John ManganaroThe advisor network is integrating CCT’s proprietary banking platform and national loan origination network.
May 21, 2025
New Bill Eliminates Cap on Social Security Payroll TaxesThe Medicare & Social Security Fair Share Act also increases the net investment income tax on income above $400,000.
May 21, 2025
Johnson Says Agreement Reached on Raising SALT Cap to $40,000The agreement suggests a resolution to one of the final issues holding up President Donald Trump’s economic bill.
May 21, 2025
Senate Passes No Tax on Tips ActThe bill, which passed 100-0, would exempt up to $25,000 in tips from federal income tax.
May 20, 2025
Retirees Are Stressed, but Few Are ‘Living the Nightmare’The cohort's already-high level of stress has worsened this year, according to a Schroders survey.
May 20, 2025
IRS Posts Ruling on Individual Retirement AnnuityThe ruling resembles other IRS rulings on IRAs that pass from a deceased spouse to a surviving spouse.
May 20, 2025
Annuity Provider Finds an Advisor-Client GapInvestors prioritize steady income and security as they plan to leave the workforce, Global Atlantic research finds.