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.
Newcomer Convexitas added an options strategy. John Hancock Investment Management, Nuveen Asset Management, and ZEGA Investments also expanded their current offerings to respectively include all cap core, small cap core, international value ADR, and a tactical ETF options strategies.
"Since we began generating this data, Insights related to IRA contributions and underperforming products have consistently ranked among the most utilized—highlighting ongoing advisor focus on retirement planning and identifying underperforming holdings within client portfolios."