For taxpayers who are relying on their retirement plans on a month-to-month basis for living expenses, the expiration of the suspension won’t be an issue. For those who had extra cash on hand, however, it could provide something of a windfall this tax season.
"As AI reshapes our industry, advisors have an extraordinary opportunity to anticipate what's next, simplify complexity, and focus on higher order activities," says Chris Todd. "Elevate is where this and our Adaptive WealthTech comes to life."
“GeoWealth’s technology platform empowers advisors to seamlessly deliver customized portfolios combining public-private investment solutions at scale to their clients," said Bryon Lake, who joins the board.