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What Trump's Win Means for Estate Tax Planning - ThinkAdvisor
Nov 6, 2024 · Vanilla Rolls Out Estate Planning Assistant for Advisors Wealth.com Nabs Nitrogen Exec for Key Role Your Clients May Live to 100. Don't Use the 60/40 Glidepath. Widows Will Inherit $51 Trillion in ...
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Social Security Fairness Act Could Cause New Problems
Dec 30, 2024 · ThinkAdvisor provides financial advisors, registered investment advisors and wealth managers with comprehensive coverage of the products, services and information they need to guide their clients ...
What's Next for Trump’s Tax Policies and Other Plans?
4 days ago · What You Need To Know. Talks with lawmakers Tuesday ended without a deal on how to advance the president's signature tax policies. Senate Republicans want to move first on a large bill tied to ...
Avoiding Tax Advice Liability: 9 Things Advisors Must Know
Jan 5, 2024 · There is pervasive myth in the financial planning community that advisors can't legally give tax advice. According to Ben Henry-Moreland, a certified financial planner and senior financial ...
What Clients Really Ask Accountants About Annuities - ThinkAdvisor
Dec 31, 2024 · ThinkAdvisor provides financial advisors, registered investment advisors and wealth managers with comprehensive coverage of the products, services and information they need to guide their clients ...
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Dec 18, 2024 · ThinkAdvisor provides financial advisors, registered investment advisors and wealth managers with comprehensive coverage of the products, services and information they need to guide their clients ...
On Taxes and Retirement, Here's What Could Change in 2025
Nov 15, 2024 · What You Need To Know. The GOP election sweep will ease tax reform in 2025, but it still won't be easy, says Jeff Bush. Labor's fiduciary rule is a natural focal point for Trump and Congress next ...
Affluent 'Advice Seekers' Want One Advisor but Seek Better …
Oct 16, 2024 · What You Need To Know. Cerulli categorizes investors as Passive, Self-Reliant, Advice Seekers or Advisor Reliant. Advice Seekers comprise 17% of affluent investors.