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.
Wall Street chief executives said investors should brace for an equity market drop of more than 10% in the next 12 to 24 months.
Investment strategy has never been a one-size-fits-all process. When it comes to investing and retirement planning, the strategic use of separately managed accounts (SMAs) is one personalization strategy that advisors are employing with their clients to meet their investing needs.