[ad_1] Ask an Advisor: Help Me Understand the Math. How Does Donating to Charity Reduce My Taxes? If I give $50,000 in cash to a charity, does that lower my taxable adjusted gross income (AGI) by $50,000? So if my adjusted gross income was $100,000, and I gave $50,000 to charity, is my taxable income… Continue reading Help Me Understand the Math. How Does Donating to Charity Reduce My Taxes?
Author: elghoulam
6 Groups Who Can't Count on Social Security Benefits – MSN
[ad_1] 6 Groups Who Can’t Count on Social Security Benefits MSN [ad_2] Source link
Financial Planning’s feature stories in 2023
[ad_1] Enjoy complimentary access to top ideas and insights — selected by our editors. Financial Planning’s staff prides itself on writing in-depth feature stories on the most pertinent topics in wealth management. These issues matter to our readers and the firms they work for. In 2023, stories touched on the challenges of succession planning, advising… Continue reading Financial Planning’s feature stories in 2023
The Ultimate List of End-of-Year Tax Tips
[ad_1] As the end of the year nears, calendars are crowded but make sure you set aside time to make sure your 2023 taxes won’t come back to bite you in 2024. Year-end tax moves fall into two categories: options that can save you money and required chores that can cost you money if not… Continue reading The Ultimate List of End-of-Year Tax Tips
JPMorgan Winds Down Robo-Advisor, Cites Profitability Challenges
[ad_1] Robo-advisors offer investors easy access to professionally managed portfolios. Operating a robo-advisor as a profitable business, well, that’s far from easy. Just ask JPMorgan Chase. JPMorgan plans to discontinue its purely digital robo-advisor, J.P. Morgan Automated Investing, in the second quarter of 2024, four years after it launched. It ceased taking on new customers… Continue reading JPMorgan Winds Down Robo-Advisor, Cites Profitability Challenges
Business brief: Local financial advisor Karley Wardlow receives financial planner certification
[ad_1] Note: If you have business news to share, email it to editor@kaukaunacommunitynews.com DARBOY — Financial Advisor Karley Wardlow of Edward Jones in Darboy has received the certified financial planner certification, granted by the Certified Financial Planner Board of Standards. Wardlow’s office is located in Darboy at W5669 County Road KK Suite H, phone… Continue reading Business brief: Local financial advisor Karley Wardlow receives financial planner certification
A Guide for Financial Advisors
[ad_1] Cryptocurrencies, like any other investment, are subject to taxation. However, tax rules surrounding cryptocurrencies can be harder to navigate than other asset classes. Given the novelty of the technology, many investors don’t fully understand how cryptocurrency taxes should be filed and calculated. Some investors might not even be aware that taxes should be reported.… Continue reading A Guide for Financial Advisors
Pontera Raises $60M to Allow Financial Advisors to Help Clients with their 401(k)s and other Retirement Plans – AlleyWatch
[ad_1] 56% of Americans feel they are not on pace to have enough to last through retirement. Among those nearing retirement age (60-67), the figure drops to just 24%. Taking advantage of a 401(k)’s tax-deferred and employer contribution benefits and maximizing the value of these funds is a critical mechanism for the 68% of US… Continue reading Pontera Raises $60M to Allow Financial Advisors to Help Clients with their 401(k)s and other Retirement Plans – AlleyWatch
‘I Remember Asking My Financial Adviser — Is This Legal?’
[ad_1] While Malcolm Jenkins is an NFL player turned businessman, handling business isn’t a foreign concept, as he claims he used to negotiate his contracts in the league. During an interview with WHYY News, Jenkins revealed why he decided to bet on himself rather than fully relying on an agent to negotiate on his behalf.… Continue reading ‘I Remember Asking My Financial Adviser — Is This Legal?’
Insurer Lincoln National to Sell Wealth Management Unit to Osaic
[ad_1] Insurance company Lincoln National said it has agreed to sell its wealth management business to Osaic. Lincoln’s wealth management unit, Lincoln Wealth, has approximately 1,450 advisors, who oversee approximately $71 billion in assets under advisement and $38 billion in assets under management. The deal includes Lincoln Financial Advisors and Lincoln Financial Securities, both of… Continue reading Insurer Lincoln National to Sell Wealth Management Unit to Osaic