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Homeowners have fewer options as state and local deductions have been capped under the new law.
April 3 -
As the shift to fee-based accounts roils the industry, forward-thinking firms are revisiting how they pay employees while also making work more enjoyable. By Charles Paikert
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Volunteer days and relocation bonuses are just some of the perks firms are offering their financial advisors.
April 2 -
Cecilia Williams, chief compliance officer at Halbert Hargrove, explains why the firm offers its advisors a monthly incentive to live closer to the office.
April 2 -
Clients still have a few weeks to make deductible contributions to various retirement accounts, as well as health savings accounts, to reduce their 2017 tax liabilities.
March 23 -
Lottery winnings of retirees will not result in a lower retirement benefit, as the windfall will not be subject to the earnings test.
March 9 -
The research found that claimants were not told they could take widow or widower's benefits while delaying their own retirement benefits, which would allow those checks to increase.
March 2 -
The products can offset potential losses from lowered state and local deduction limits.
February 27 -
As advisors grow their firms into bona fide businesses, they may sour on the profession —unless they scale back, Michael Kitces writes.
February 9 -
Even if those assets are used to pay for nonmedical expenses, an HSA can still be ahead of a 401(k) plan or an IRA.
February 2