Senate version incentivizes selective loss harvesting now and duplication of investment accounts in the hereafter, provided of course it passes.
“Sound mind” may turn contentious as timing of Alzheimer’s diagnosis raises questions about how much influence the country icon’s widow had at the end
Got a client looking to park alternative assets in a retirement account to take advantage of the Mitt Romney effect? Crowd wisdom is loud and clear.
If Meghan Markle’s managers are on the ball, they’re busy shifting her career earnings into vehicles that will survive her royal wedding with aplomb.
Finance and technology are converging fast. Advisors who pick the right partners now can survive — others won't get a second chance.