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Think Advisor
7 小时
Biden Signs Social Security Fairness Act
The new law repeals the Windfall Elimination Provision and Government Pension Offset, which affect some public workers.
Think Advisor
2 天
Delay Social Security, Invest More or Buy an Annuity: What’s Best for Retirement Income?
It’s possible to claim early and reinvest for better returns, but it requires significant risk, David Blanchett finds.
Think Advisor
2 天
Whipsaw BOI Rulings Leave Business Owners Dizzy
Most American business owners were to become subject to a Jan. 1 deadline to submit beneficial ownership information reports.
Think Advisor
2 天
Ned Davis Warns It May Cut Exposure to U.S. Stocks
The firm’s chief investment strategist is closely monitoring whether its key indicator extends a recent decline.
Think Advisor
2 天
How HNW Families Can Protect Themselves and Their Wealth: Study
Affluent households face challenges in securing adequate insurance coverage, particularly in catastrophe-prone areas, HUB ...
Think Advisor
2 天
JP Morgan Loses $39.7M Arbitration Against Barred Broker
The financial services firm claimed that Edward Turley, a former advisor, "unjustly enriched himself by brazenly lying." ...
Think Advisor
2 天
Debate: Is the Social Security Fairness Act Fair?
The bill, awaiting Biden's signature, repeals the WEP and GPO provisions affecting public workers and provides retroactive 2024 benefits.
Think Advisor
2 天
Trump Taps Keis, Schwab for Key Treasury Roles
Ken Kies will be assistant secretary for tax policy, placing him as a point person at the Treasury working on tax cuts Trump ...
Think Advisor
2 天
New York State Bill Could Double Annuity Income Tax Exemption for Older Residents
Assemblyman William Magnarelli, D-Syracuse, has introduced a new version of a bill that would phase in an increase in the ...
Think Advisor
2 天
Shift Conference Organizer Pulls Plug
The financial advisor and entrepreneur Ross Marino has announced his decision to cancel the 2025 Shift Conference and to ...
Think Advisor
2 天
ChatGPT Answers a Question About Life Insurance
ChatGPT Response: For a single person with no dependents, the need for life insurance is generally lower compared to someone ...
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