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.
With this enhancement, firms can now integrate manager-traded strategies, such as fixed income, into UMA portfolios. These strategies can be combined with model-traded sleeves, including interval funds, long-only, and long-short positions, alongside rep-directed, protected, and cash management sleeves
When markets get turbulent, the instinct to "play it safe" kicks in—and that's entirely human. Why can that instinct, while comforting, be dangerous to your long-term financial health?