The new legislation brings many opportunities for financial advisors to rapidly scale their practices.
It’s best for your clients to be candid about what they are (or aren’t) bequeathing to their adult children.
Feb 15, 2023
Addressing the retirement worries of clients and prospects.
One piece of legislation that provides a wide range of benefits for new and existing investors as well as ample opportunities for financial advisors.
Adult children need to start having conversations now with aging parents about their finances.
A new provision will allow more employers to make retirement-fund contributions for workers who pay down their student loans.
The SECURE 2.0 Act allows investors to roll over unused contributions from 529 accounts to Roth IRAs.
A rundown of the good, the bad and the ugly.