Life Settlement Taxes and 1099s
By Robin S. Weinberger and Peter N. KatzOne policy sale may lead to calculations involving three different tax rates.
April 04, 2023
Benefit Advisors Network to Separate From Alera GroupThe organization supports 92 advisory and consulting firms.
April 04, 2023
DoubleLine Launching 2 ETFs; Direxion Closing 8The DoubleLine Mortgage ETF is being led by CEO Jeffrey Gundlach and two other fund managers.
April 04, 2023
New Bill Revives GOP Push to Repeal Estate Tax"The real issue here is the income tax benefit, which is not mentioned," says financial expert Ed Slott.
April 04, 2023
Rockefeller Capital Gets $622M for Selling 21% StakeThe firm, led by Greg Fleming, oversaw $100 billion in client assets as of March 31 and is now valued at $3 billion.
April 04, 2023
Senate Bill Could Help Protect Clients From Bad GuardiansS. 1148 would form an oversight council, support data collection and fund state advocacy programs.
April 04, 2023
My Wacky Idea to Save Social SecurityThere is a way to avoid cutting benefits and raising taxes. But will Americans embrace it?
April 04, 2023
Best Full-Service Wealth Management Firms Ranked by Investors — J.D. Power, 2023A study finds that satisfaction with advisors has fallen with market performance, showing advisors need to do more.