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How 401(k)s, 529s factor into the new FAFSA
The forthcoming application for Federal Student Aid will have some big changes that will help some families and hurt others.
Avantax hit with shareholder suit alleging merger misinformation
The failure to make adequate disclosures is a violation of federal securities laws, according to the complaint.
HSA fees fall, but their use as investment vehicles remains limited
'Just as we deliver education for 401(k)s, we need to do the same thing in the HSA space … to help plan participants and sponsors understand just how powerful these vehicles can be,' says a financial advisor.
SMAs outpace mutual funds for wealthier clients, report shows
Interest in separately managed accounts goes along with greater use of taxable accounts, according to Hearts & Wallets.
Estate planning gets an AI makeover thanks to Vanilla
New tool aims to speed up processes for high-net-worth clients.
Altfest advisor tackles frequently asked retirement tax questions
There's often a tax element in retirement planning that can be tricky for advisors, sending them for input from a CPA.
Raymond James partners with 55ip on tax management enhancements
Services such as rebalancing and tax-loss harvesting will be available on Raymond James' managed accounts platform.
New Social Security COLA for 2024 may leave some retirees short
Latest increase could mean some clients see a net deficit, advisor warns.
Coldstream adds wealth firm and accounting firm
The two Kirkland, Washington-based firms will expand Coldstream’s business in the Pacific Northwest.
Account fees, bonuses likely topics at Thursday’s Cetera, Avantax confab
A $60-per-account fee and retention bonuses are issues that are expected to come up in Cetera senior execs' meeting with Avantax advisors.
Social Security rules on kids’ benefits
Caregiving parents may receive benefits regardless of their age.
Direct indexing name needs a makeover, report finds
Hearts & Wallets study highlights confusion around the term and the customization strategy.
Wealthy tax dodgers targeted by IRS new agent hires
Tax officials will focus on high earners and corporations that are not paying their fair share.
August CPI pushes 2024 COLA forecast up 3.2%
The resulting increase would raise the average monthly retiree benefit of $1,790 by $57.30.
Cetera to buy tax specialist firm for $1.2 billion
Deal affects almost 3,000 advisors working with $83.8 billion in client assets.
Converting IRA to Roth is a financial gift
The switch can bring big state estate tax benefits, too.
Advisors confident wealthy clients will avoid IRS crackdown
Most HNW individuals are compliant because they have quality advisors who know the law and how to follow it correctly, says one advisor.
Tax and financial planning questions raised by Diddy’s song rights transfer
Creative control, income and capital gains are among the considerations for songwriters and recording artists.
Tax cuts vs. debt reduction: GOP presidential debate illustrates conundrum
'We need to address the looming debt and quit kicking the can down the road,' one advisor says.
IRS delays mandatory Roth catch-up provision until 2026
Agency announces needed SECURE 2.0 relief related to catch-up contributions made by higher-income employees.
