Investment News & Analysis for Financial Advisors | ThinkAdvisor
WEB3 days ago — Investment Platforms. 401 (k) Plans. Permanent Life Insurance. ThinkAdvisor features all the investment news, in-depth analysis, market data and tools financial advisors need to grow their ...
Gifting Stock to Family Members: What to Know | ThinkAdvisor
WEBJan 25, 2021 — Brett Koeppel, CFP and founder ofEudaimonia Wealth in Buffalo, New York, says: “Gifting appreciated stock to a family member instead of simply giving cash can be a win-win for both clients and ...
Planning for the Estate and Gift Tax Exclusion: What to Know
WEBDec 7, 2022 — 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 ...
11 Net Investment Income Tax Questions, Answered - ThinkAdvisor
WEBJun 29, 2021 — The investment income tax is a surtax of 3.8% in addition to the regular income tax that certain high-income taxpayers would otherwise owe on the income in question. The tax is imposed on the ...
U.S. Economy on Track for Major Crisis in 2024: Nomi Prins
WEBOct 27, 2022 — By Jane Wollman Rusoff. A major financial crisis will likely hit in 2024, when “the United States could see the size of its economy relegated to third place in the world behind China and India ...
1035 Exchange: Know the Rules - ThinkAdvisor
WEBMar 31, 2022 — 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% ...
The 20 Biggest Asset Managers in the World by AUM - ThinkAdvisor
WEBJun 6, 2023 — The U.S. placed 14 institutions among the world’s top 20 largest asset management firms by assets under management (AUM), according to ADV Ratings ’ latest rankings. France and Germany each ...
5 Steps to Successfully Talk About Fees With Clients
WEBJun 8, 2016 — Here are five tips that can help you have more successful conversations: 1) Take the lead. Yes, it’s a touchy subject—and that’s exactly why it is important to take the initiative to start ...
10 of the Biggest Financial Frauds of the Past 25 Years
WEBDec 22, 2022 — In announcing charges against FTX founder and former billionaire Sam Bankman-Fried, U.S. Attorney Damian Williams said that the case was “one of the biggest financial frauds in American history ...
Accredited Investor vs. Qualified Purchaser: What's the Difference ...
WEBJan 10, 2023 — The threshold to be considered a qualified purchaser is higher than that for an accredited investor. The $5 million investment threshold may exclude many accredited investors from reaching ...