March 7, 2022
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Featured News
A taxing situation
Last year’s attempt to raise taxes on the wealthy has catalyzed conversations between advisers and clients about tax strategies this season.
The future of the 401(k) lies with small businesses
The number of small businesses is growing, in some part due to unhappy workers leaving jobs to set up shop on their own. That has led to more startup 401(k) plans.
Divorce complicates Social Security claiming options
The length of the marriage, whether the individual claiming benefits has remarried, and the age at which they're claiming all affect benefit amounts.
Confusion about 2022 required minimum distributions
Should a client use old tables, new tables, both tables or no tables to calculate their RMDs this year? It depends ... and advisers need to know the answer.
SEC’s Crenshaw assures advisers agency doesn’t seek to punish cyberattack victims
The new director of the SEC Division of Investment Management, William Birdthistle, makes his public debut at the Investment Adviser Association conference.
