Advisory M&A
Sequoia Financial adds $387M wealth manager; Pathstone adds Veritable to further focus on ultra-high-net-worth clients; and Savant Wealth buys combined...
Tag: taxes
One-Quarter of Pre-Retirees Expect to Delay Retirement, According to Nationwide
An additional 15% are unsure if they will ever be able to retire.
IRS Proposes Rules That Require Retirement Forfeitures Be Used in 12 Months
A new IRS proposal formalizes guidelines on how plan administrators should manage and use retirement plan forfeitures.
Unintended Tax Consequences Arise When the RMD Date Shifts
The concept of extending the age at which one must begin drawing tax-sheltered savings as income in retirement is like...
Join Us for Tried and True Lessons in Succession Planning
Join PLANADVISER’s next editorial webinar on May 11 at 2 p.m. EST; the discussion will feature Alicia Locheed Goodrow, a partner at Culhane Meadows whose practice covers succession...
Regulatory & compliance | participants
The Tax Distinction
Education on saving should include a tax talk, but what can advisers safely say?
The Top Earners Will Pay 11% in Taxes in Retirement
But taxes are negligible for the lowest four quintiles, according to the Center for Retirement Research at Boston College.
Advocacy Group Fighting Tax That Could Hit Retirement Plans
While an analysis by Modern Markets Initiative focuses specifically on public pension funds, the company notes that the tax will affect all defined benefit (DB) plans, individual retirement...
LifeYield Partners with United Planners on Tax Efficiency Scores
Through a new strategic partnership boosting its direct-to-adviser footprint, LifeYield will make its proprietary Taxficient Score available to United Planners’ nearly 500 financial advisers.
Retirement Taxes Can Derail DC Plan Participants’ Progress
“There are strategies of rolling some amount of traditional 401(k) dollars over into a Roth IRA that are potentially advantageous, especially if you have a couple of years...
Tax Time Is Over, But It’s Still a Great Time to Talk Taxes
An analysis from the American Institute of CPAs shows how clients can use their recently filed tax returns to map out a more efficient budget and investing plan...
Advicent Reveals NaviPlan Updates Tied to Tax Cuts and Jobs Act
Advisers generally are not qualified to represent their clients before the IRS, and so they generally must shy away from offering tax advice; but that doesn’t mean they...
Social Security Optimization Can Extend Retirement Portfolios by a Decade
In an exclusive interview with Bill Meyer, founder and managing principal of Social Security Solutions in Leawood, Kansas, PLANADVISER hears about some serious shortcomings in the conventional thinking...