The IRS has released proposed regulations to address the tax treatment of distributions from designated Roth IRA accounts under tax-favored retirement plans.
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The IRS also released a related notice last month providing guidance on the allocation of after-tax amounts to rollovers.
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AI-powered YourStake has since expanded into a comprehensive advisor platform, offering portfolio analytics and meeting automation, claiming to save five hours a week for advisors.
The president of Merit Financial Advisors said deciding to merge her previous firm instead of following a succession plan allowed her to shift perspective.
The adjustments reflect how inflation is slowing down and upcoming changes to the rules based on the Secure 2.0 Act and the Tax Cuts and Jobs Act.
In trying to claim the title "No. 1 global wealth manager," Citi is putting a lot of stock in its ability to secure client referrals through its bank. Will it be enough?
Sales were mostly flat until 2020. Over the past four years though, they've nearly doubled.
An industry survey of 200 compliance officers showed that a mere 12% of respondents currently using AI said they also adopted an AI risk management framework; experts said advisory firms need an AI governance plan ASAP.
