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.
Focus Partners Advisor Solutions blends systematic investing, tax-aware execution, and personalized planning support to help RIAs scale intelligently. Kevin Grogan, CIO of Systemic Strategies for Focus Partners, explains how the firm equips advisors for complexity—without sacrificing simplicity, flexibility, or expertise.
Trump is expected to sign an executive order that would allow retirement plans to allocate a portion of their assets to private equity investments.