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About ALM. ALM, an information and intelligence company, provides customers with critical news, data, analysis, marketing solutions and events to successfully manage the business of business.
Clients Can Tap Their 401(k) After a Disaster. Here's What to Know.
Oct 18, 2024 · What You Need To Know. Plan participants who live in a federal disaster area may withdraw up to $22,000 without penalty. The participant has the option to repay the distribution within three years.
10 Best Robo-Advisors: Q2 2024
Aug 20, 2024 · The robo-advisor industry has reached a mature phase, surpassing an estimated $1 trillion in assets under management in late 2023, Condor Capital Wealth Management said in its latest Robo Report ...
What Trump's Win Means for Estate Tax Planning - ThinkAdvisor
Nov 6, 2024 · What You Need To Know. Republican control in the White House and Congress makes extension of the 2017 tax overhaul likely. The historically high estate tax exemption is probably here to stay, one ...
New Bill Ends Tax on Social Security Benefits, but There's a Catch
Sep 10, 2024 · What You Need To Know. About 40% of retirees pay income taxes on a portion of their benefits. While this tax is unpopular, the revenue goes back to the trust funds, making up about 4% of Social ...
Investment News & Analysis for Financial Advisors | ThinkAdvisor
ThinkAdvisor features all the investment news, in-depth analysis, market data and tools financial advisors need to grow their businesses and their bottom line.
4 Investing Ideas for 2025: Morningstar - ThinkAdvisor
Nov 25, 2024 · ThinkAdvisor provides financial advisors, registered investment advisors and wealth managers with comprehensive coverage of the products, services and information they need to guide their clients ...
The Social Security Fairness Act Is Law. Here's What ... - ThinkAdvisor
Jan 7, 2025 · Judge Blocks DOGE Access to Treasury Payment Systems The Social Security and Medicare Consequences of 'Unretirement' Treasury Defense of DOGE in Payment System Raises Skepticism Social Security ...
Buffer ETFs vs. Annuities: Which Are Better for ... - ThinkAdvisor
Jan 14, 2025 · What You Need To Know. Since 2019, the number of buffer ETFs has increased from 23 to just under 300. They might be a better fit for clients who don’t want to tie up sums of money in an annuity ...
20 Best U.S. Donor-Advised Funds: Study - ThinkAdvisor
Sep 11, 2024 · DonorAdvisedFunds.com, a platform that matches donors with the optimal vehicle for their charitable giving, has released the 2024 DAF Gold List, a ranking of the 20 most prominent U.S. donor ...