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Financial advisors, tax professionals and their clients will need to make careful planning decisions about claiming Social Security benefits and starting distributions.
November 7
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At a minimum, president-elect Donald Trump can make two appointments to the Federal Reserve Board of Governors and choose new leadership. But more substantial changes could be in the offing.
November 7
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Join Arizent and American Banker experts as they discuss whether bankers and other financial professionals got what they wanted from Trump's victory at the polls.
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The Internal Revenue Service may be facing steep cuts in its budget with the win on Tuesday night of President-elect Donald Trump.
November 6
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Republican President-elect Donald Trump is headed back to the White House, and his party will retake the U.S. Senate, which likely means deregulation and lower taxes.
November 6
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How advisor can utilize technology to deliver personalization at scale.
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Once a crypto skeptic, Trump corralled tens of millions of dollars in industry support for Republican candidates by promising to make America the Bitcoin superpower of the world.
November 6
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A complex mixture of new or expiring laws, intersecting retirement planning questions and the threat of so-called stealth taxes could add up to a highly beneficial strategy.
November 6
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After an exhausting presidential campaign, here are the key policy, investment strategy and practice management topics for financial advisors and their clients.
November 6
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The return of the former president to the White House gives him an opportunity to deliver on his many tax promises.
November 6
