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A close look at areas where the right action can lower your client's tax bill on investments. Plus: How clients can pay little or zero capital gains taxes, and tax tips for clients who are new parents.
October 1 -
Congress shouldn't wait for the disability trust fund to run dry before it addresses the insolvency, according to a group convened by the Bipartisan Policy Center; Plus, millennials are advised to not cash out their assets when they move employers.
October 1 -
The group of 5 advisors will be opening a new office for the regional broker.
October 1 -
Senate Banking Committee Chairman Richard Shelby sent a letter to regulators this week raising concerns about the role of the Financial Stability Board in designating large banks as systemically risky and whether the international council has undue influence on U.S. policy.
October 1 -
The pretense that Republican opposition to the DoL's proposed fiduciary rule changes is being done in the name of investor protection is "galling," says The Consumer Federation of America, an advocacy group.
October 1 -
The Federal Reserves first interest-rate increase in almost a decade cant come soon enough for ETF providers such as WisdomTree Investments.
October 1 -
Help clients deploy their RMD funds to cover both expenses and taxes.
October 1
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The team made the move in part to be able to grow in new directions, says senior financial advisor Tommy Boyd.
October 1
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Paul Reilly says there is little question the law will pass, but he hopes the restrictions are more workable and the rules more clear on what financial products are restricted.
October 1 -
Louis Papa maintains round-the-clock, uninterrupted communication with all of his clients, which is possible because he only serves around 60.
October 1
