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.
If you're not talking to your clients about Self-Directed Brokerage Accounts (SDBAs), someone else will. As demand rises for more flexible, personalized retirement strategies, SDBAs are quickly moving from “nice to have” to “need to offer.” But not all SDBAs are created equal, and that's where AssetMark sets itself apart.
U.S. Global Investors’ Frank Holmes discusses how the SEA ETF seeks to offer diversified, inflation-sensitive exposure to global trade by targeting companies that power shipping, logistics, and cargo—beyond borders or benchmarks.