Feb 23, 2024 View in Browser

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Financial Planning Insider

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Slideshow

8 New Findings on What Americans Don't Know About Retirement Income

By John Manganaro

Researchers including Michael Finke and Steve Parrish gave investors a financial literacy quiz. Four in five failed.

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Q&A

AUM Fees Are 'Antiquated'; The Future Is Flat: Facet Founder

By Jane Wollman Rusoff

AUM fees are incompatible with serving clients' best interests, Anders Jones tells ThinkAdvisor.

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News

LPL Expands HNW Program, Drops Asset Minimum

By John Manganaro

The firm is eliminating a $5 million investable asset minimum for HNW specialty services.

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News

IRS Collected $500M From Wealthy Tax Cheats

By Melanie Waddell

The agency also wants to boost in-person assistance this filing season, Commissioner Danny Werfel said.

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Slideshow

15 Most Educated States in America: 2024

By Michael S. Fischer

WalletHub ranked the states on educational quality and attainment.

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News

Comments Close on IRS' Excise Tax Plan for Donor-Advised Funds

By John Manganaro

The proposed rule is intended to prevent misuse of DAFs by enforcing excise taxes on non-charitable distributions.

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Resources

Product Reframed: A Guide to Thinking Differently About Guaranteed Lifetime Income

Sponsored by: Allianz Life Insurance Company of North America

In an era where retirement security is a growing concern, you have a large role to play in helping plan participants secure their financial future. Yet a significant opportunity lies untapped: guaranteed lifetime income.

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WEBCAST DATE: February 29, 2024

The State of Contracts For Law Firms: Making the Case for Contract Automation in 2024

This webcast will unpack the most common challenges firms face in implementing new technology—like employee onboarding and proving value—and show you strategies to overcome them.

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