At its second Innovation Symposium, the firm considered which issues will affect the future of financial advice.
Advisory clients are better informed about claiming strategies.
Higher taxes and debt forgiveness could work if they're done correctly.
Brokerage tax statements don't always reflect all of an investor's accounts or original costs.
Medicare premium hikes could wipe out the cost of living adjustment for some retirees — again!
The number of billionaires continues to grow — there were an estimated 747 in North America in 2017, up from 490 in 2010.
Surviving spouses have more claiming options than other types of Social Security beneficiaries, but timing is crucial.
Doing the math can help determine whether there are ways to maximize your clients' after-tax wealth.
Australia, the U.S. and Canada are the top destinations, while China and Russia see the most exits.
Having leading retirement thinkers instigate policy discussions on boosting retirement income could be our best hope to spark positive change.
Money coming from people who saw their tax bills rise as a result of the cap on state and local tax deductions.
Lower withholding and the loss of state and local deduction throw many for loop.
Retirement-age workers' participation rate in the labor force has cracked the 20% mark
Observers think Congress would need to address Social Security's funding levels and offer enhanced protections for the concept to work.
Retirement reserves extended one year; disability fund by 20 years
The Nobel laureate wants to simplify drawing down retirement assets, which he thinks is 'way harder' than saving the money.
The rules provide a more flexible timeline for investing cash, as well as a one-year grace period to sell assets and reinvest the proceeds.
Surveys show just one-fifth of people believe their taxes have gone down.
Practical insights into the TCJA and its provisions regarding income tax and gift and estate tax.
A 10-basis-point tax on financial transactions would have the same effect as a 31% boost in the average expense ratio 401(k) plans pay for equity funds.
