Investment News & Analysis for Financial Advisors | ThinkAdvisor
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New Bill Ends Tax on Social Security Benefits, but There's a Catch
2024年9月10日 · What You Need To Know. About 40% of retirees pay income taxes on a portion of their benefits. While this tax is unpopular, the revenue goes back to the trust funds, making up about 4% of Social ...
House Passes Tax Bill With 100% Bonus Depreciation - ThinkAdvisor
2024年1月31日 · The full House passed late Wednesday by a 357 to 70 vote H.R. 7024, the Tax Relief for American Families and Workers Act of 2024, which includes 100% bonus depreciation, as well as research and ...
Gifting Stock to Family Members: What to Know - ThinkAdvisor
2021年1月25日 · Gifting stock to family members may lack the pizzazz of leaving a luxury car adorned with a bow in the driveway, but it's a gift that can add value to their lives long after most other gifts have ...
The Estate and Gift Tax Exclusion Shrinks in 2026. What
2022年12月7日 · The federal lifetime gift and estate tax exclusion will increase from $12.06 million in 2022 to $12.92 million for 2023. There could also be increases for inflation for both 2024 and 2025. That's ...
Client Sues Barred Broker Over 'Devastating' Life Insurance Plan
2024年10月16日 · What You Need To Know. FINRA barred Joshua L. Gottlieb in 2017, records show. The broker sold an indexed universal life plan as a 100% win, a lawsuit contends.
What the RIA Industry Looks Like Now, in 4 Charts - ThinkAdvisor
2024年6月21日 · Many RIAs are small businesses. The report states that in 2023: 92.7% of RIAs had 100 or fewer employees; Over two-thirds of advisors managed less than $1 billion in assets, and nearly 90% managed ...
Harry Dent: Huge Stock Market Crash Likely Within 10 Months
2024年7月9日 · When they skyrocket and stocks are down 80% or 90%, gold is down 50% or 60%, corporate bonds are down 40%, junk bonds are down 70% or 80%, real estate is down 50% or 60% and you know you're near ...
1035 Exchange Rules: An Overview - ThinkAdvisor
2022年3月31日 · 1035 Exchange for Annuities. Without a 1035 exchange, the holder of a nonqualified annuity contract would owe ordinary income tax on any annual returns from the nonqualified annuity, plus a 10% ...
6 New Social Security Bills in Congress Now - ThinkAdvisor
2024年7月2日 · "Social Security is on the ballot," according to Nancy Altman, president of Social Security Works. Altman, whose advocacy group supports expanding Social Security, Medicare and Medicaid, said that ...
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