Wealth Management

OCTOBER 30, 2024

The provisions apply to IRA recipients outside the United States.

Distribution 261

Distribution 261

Wealth Management

APRIL 11, 2024

Accumulation-phase planning software won't cut it for solving your clients' complex retirement income puzzles, but there are dedicated applications that can.

Retirement 254

Retirement Distribution Clients Planning 254

Wealth Management

APRIL 26, 2023

Analysis of big-picture data can reveal plan sponsors who might be sources for prospecting.

Distribution 274

Distribution Planning 274

Nerd's Eye View

FEBRUARY 26, 2025

Perhaps the most protective option – though also the most complex and costly – is a trust, as grantors have almost complete flexibility to craft the trust's language to align with the contributor's intentions regarding the control and ultimate distribution of the funds.

Estate Planning 225

Estate Planning Planning Distribution Assets 225

Nerd's Eye View

FEBRUARY 15, 2023

It’s also important for other parties involved in the owner’s estate plan to be aware of their roles, and to ensure that any funds withdrawn from the HSA are still distributed according to the HSA owner’s wishes.

Distribution 246

Distribution Taxes Medical Accounting 246

Wealth Management

JUNE 26, 2024

Notice 2024-55 clarifies two exceptions to the 10% additional tax.

Retirement Planning 232

Retirement Planning Distribution Retirement Planning 232

Wealth Management

AUGUST 30, 2023

But was it worth the cost of getting a the private letter ruling?

Distribution 253

Distribution 253

Nerd's Eye View

JANUARY 29, 2025

When thoughtfully drafted, it aligns the interests of the firm's owners, sets clear expectations for operations, and establishes how profits will be distributed. The next step is establishing a profit distribution philosophy. As a foundational document, the operating agreement is essential for RIA firms.

Distribution 130

Distribution Government Financial Advice Planning 130

Nerd's Eye View

JANUARY 29, 2025

When thoughtfully drafted, it aligns the interests of the firm's owners, sets clear expectations for operations, and establishes how profits will be distributed. The next step is establishing a profit distribution philosophy. As a foundational document, the operating agreement is essential for RIA firms.

Distribution 130

Distribution Government Financial Advice Planning 130

Nerd's Eye View

NOVEMBER 27, 2023

In this guest post, Michael Levin, a New York Times bestselling author and ghostwriter, writes about how financial advisors can make a more effective impression on prospective clients by writing, publishing, and distributing a book that establishes their authority, confidence, and, above all, trust.

Distribution 246

Distribution Financial Advice Clients Financial Advisor 246

Wealth Management

OCTOBER 31, 2022

The conversion of empty retail stores to mini warehouses expected to wane as in-store shopping makes a comeback.

Distribution 228

Distribution Retail 228

Nerd's Eye View

DECEMBER 9, 2024

However, as the cost of equity rises and accessibility becomes more limited, firms face the challenge of inspiring ownership behavior without distributing equity.

Investing 236

Investing Investments Distribution Accounting 236

Nerd's Eye View

FEBRUARY 5, 2025

Health Savings Accounts (HSAs) have become an increasingly popular tool for financial advisors and their clients due in part to the 'triple tax savings' they offer: tax-deductible contributions, tax-free growth, and non-taxable distributions for qualifying expenses.

Taxes 233

Taxes Accounting Medical Healthcare 233

Nerd's Eye View

NOVEMBER 15, 2024

Also in industry news this week: NASAA has proposed an amendment to its broker-dealer conduct model rule that would restrict the use of the terms “advisor” and “adviser” for broker-dealers and their registered representatives who are not also investment advisers or investment adviser representatives A recent study suggests that (..)

Financial Planner 246

Financial Planner Asset Allocation Taxes Tax Planning 246

Wealth Management

OCTOBER 2, 2024

All assets were distributed to the decedent’s husband.

Distribution 305

Distribution Assets 305

Nerd's Eye View

FEBRUARY 14, 2025

Also in industry news this week: The financial advice industry is facing a potential shortage of 100,000 advisors in the coming decade, according to a recent study, though this is due in part to (the good news) of greater consumer demand for human-provided financial advice Charles Schwab is planning to raise the fees on its custodial referral program, (..)

Financial Planner 200

Financial Planner Financial Advice Estate Planning Clients 200

Wealth Management

AUGUST 23, 2022

These companies are looking for logistics facilities, warehouses and distribution sites. Over 1,800 companies re-shored production in 2021, setting a new record for re-shoring activity, notes The Reshoring Initiative.

Distribution 320

Distribution 320

The Big Picture

DECEMBER 5, 2022

Wealth Distribution Analysis (July 18, 2019). Wealth Distribution in America (April 11, 2019). Source : Moving between wealth brackets: Minimum cutoffs from the Distributional Financial Accounts. More on this later this week… Previously : The Super Wealthy versus the Merely Rich (February 7, 2022).

Distribution 312

Distribution Accounting Economics 312

Wealth Management

APRIL 4, 2024

The RIA platform partnered with Griffin Distribution to offer annuities, life, disability and long-term care insurance.

Insurance 267

Insurance Management Distribution 267

Wealth Management

OCTOBER 21, 2024

Strategies to mitigate accumulation distributions of UNI.

Management 257

Management Distribution 257

Wealth Management

DECEMBER 20, 2023

When it comes to divorce, a will or trust often is not the last word on estate distribution.

Estate Planning 289

Estate Planning Planning Distribution 289

Wealth Management

OCTOBER 19, 2022

The combined business will operate under The Standard brand, and include Securian's retirement solutions employees, management, client relationships and distribution networks.

Distribution 288

Distribution Retirement Clients Management 288

Nerd's Eye View

SEPTEMBER 11, 2024

Among all the different types of retirement account beneficiaries, those who are the surviving spouse of the original account owner receive the most preferential tax treatment when it comes to distributing the account's assets after the owner's death. But the SECURE 2.0

Accounting 246

Accounting Retirement Distribution Taxes 246

Wealth Management

AUGUST 8, 2022

The strongest providers with the best talent, distribution and technology are and will be ones that offer wealth and benefit services to participants.

Distribution 287

Distribution 287

Darrow Wealth Management

NOVEMBER 11, 2024

When you make a distribution, the original nondeductible IRA contribution amount isn’t included in your taxable income, but the earnings and growth from it is. lifetime non-deductible contributions – previous nontaxable distributions) d ivided by Total IRA Assets (e.g. Yes and no.

Taxes 95

Taxes Distribution Retirement Retirement Planning 95

Wealth Management

MAY 22, 2024

A comprehensive guide to family conflict and asset distribution.

Distribution 250

Distribution Assets 250

Nerd's Eye View

AUGUST 9, 2023

The original SECURE Act, signed into law in December 2019, changed many of the long-standing rules governing IRAs and other retirement accounts, and no single measure in the legislation had a more seismic impact on planning than the changes to the post-death distribution rules for retirement accounts. being passed so late in the year.

Accounting 246

Accounting Retirement Distribution Government 246

Wealth Management

OCTOBER 12, 2022

The order concerning New Harbor Financial Group's recommendation of an inverse leveraged ETF comes several months after the Commonwealth Secretary announced an investigation into b/ds distributing single-stock ETFs.

Distribution 274

Distribution 274

Wealth Management

SEPTEMBER 7, 2022

No tax deduction when trustee can choose between distributing income to charity or surviving spouse.

Distribution 260

Distribution Taxes 260

Abnormal Returns

AUGUST 18, 2024

downtownjoshbrown.com) There is nothing normal about the distribution of angel investment returns. (abnormalreturns.com) Top clicks this week Callie Cox, "Your portfolio’s success depends on your behavior during the wild panics." optimisticallie.com) Big up and down days in the stock market tend to cluster.

Distribution 298

Distribution Assets Investing Investments 298

Wealth Management

MAY 30, 2024

Apollo’s products for individual investors are distributed through intermediaries such as bank wealth channels and registered investment advisers, and the firm doesn’t expect that to change.

Retail 239

Retail Assets Distribution Planning 239

Wealth Management

SEPTEMBER 5, 2024

The acquisition of Archer will help BNY Mellon handle the infrastructure and distribution of managed accounts to financial advisors and their clients.

Retail 235

Retail Distribution Financial Advisor Accounting 235

Abnormal Returns

AUGUST 13, 2024

Venture capital There is nothing normal about the distribution of angel investment returns. blogs.cfainstitute.org) How VCs drive media coverage of their portfolio companies. papers.ssrn.com) Research How long can stocks underperform inflation? ofdollarsanddata.com) Retail trading frenzies can have real world impacts.

Distribution 264

Distribution Retail Media Portfolio 264

Calculated Risk

OCTOBER 2, 2023

months of ‘normal’ volume • Another 1.9M loans have rates between 6% and 7%, which would produce moderate opportunity, but rates would need to come down to the mid- to low-5% range to put all of those borrowers in the money, and even that would only be enough for a few months of sustained volume emphasis added There is much more in the article.

Distribution 291

Distribution Marketing Marketing 291

Wealth Management

APRIL 12, 2023

A Mississippi woman claimed Morgan Stanley erred when accepting her removal as a beneficiary to her dementia-striken, de facto mother's estate—as well as ignoring her challenges as they distributed the deceased woman's funds.

Distribution 264

Distribution Clients 264

Wealth Management

MARCH 25, 2024

Hobby comes over from Fidelity Investments, where he served as the head of distribution for private wealth management, executive services, workplace planning and advice and stock plan services.

Wealth Management 258

Wealth Management Distribution Planning Management 258

Wealth Management

NOVEMBER 29, 2023

Fractionalized investments and distributed ledger technology will take the friction, and embedded costs, out of investing, Tokenbridge's founders say.

Investing 254

Investing Investments Distribution 254