Can't Stand Form 1099-R? Tell the IRS
By Allison BellTaxpayers can suggest how to improve the distribution form for retirement accounts and annuities, for instance, by Oct. 21.
August 21, 2024
How to Help Clients Navigate Bonds Before Rate CutsAs bond values rise, advisors should consider the tax impact of any sales, which often are best done within IRAs or 401(k) plans.
August 21, 2024
Oaktree Nears Deal to Buy Big Stakes in 2 B. Riley UnitsThe asset manager is not looking at the firm's wealth management operations, which include about $26 billion in assets.
August 21, 2024
LPL Recruits Osaic Teams With $4BThe moves include over 30 financial advisors based in Lutherville, Maryland, and Berwyn, Pennsylvania.
August 21, 2024
12 Least Livable States: 2024Job availability, housing prices and cost of living top movers' list of considerations, WalletHub research found.
August 21, 2024
How to Serve the Complex Needs of the Entire UHNW Family: Wealthspire's FlanaganYounger generations want to learn how family members amassed wealth and what plans they've envisioned for it, she says.
August 20, 2024
Why There's a 15% Gap Between Investor and Fund ReturnsPoorly timed investor moves aimed at timing market highs and lows weren't the only factor, Morningstar said.
August 20, 2024
More Annuity Owners Are Buying Their Contracts From IssuersMany see using the products as a way to provide a death benefit or to pay for long-term care.