Life/Health Weekender

Oct 10, 2024

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ALM | ThinkAdvisor

Analysis

Here's How Much Fixing Social Security Could Cost Your Clients

By John Manganaro

Affluent couples could lose nearly $1 million in benefits if Congress doesn't act, Ron Mastrogiovanni warns.

Debate: Is the 20% Business Income Deduction Worth It?

By Robert Bloink | William H. Byrnes

Our tax experts discuss whether the deduction is an equalizer for small businesses or just another exploitable loophole.

Q&A

Moshe Milevsky: What Investors Did Better 300 Years Ago

By Jane Wollman Rusoff

The professor discusses helping clients pick an annuity, alongside a little financial history.

The Tax Cuts and Jobs Act Could Sunset

By Tyler De Haan

Maybe you know that. Do your clients know that?

News

What Raising Retirement Age to 69 Would Do to Social Security

By Melanie Waddell

Raising the retirement age to 69 would result in an average yearly benefit reduction of about 13%, CBO finds.

Medicare-Eligible Workers Face a Dilemma

By Bethany Cissell

For some, choosing between Medicare and employer coverage may be difficult.

Resources

Governing Your Way to Better Long-Term Returns: Higher-Quality Alpha From Higher-Quality Data

Sponsored by: Addepar

Data governance (DG) might not be glamorous, but it's a key driver of better investment outcomes. Discover how better data can lead to better decisions and long-term returns. Download the research white paper to learn how governing your data leads to higher quality alpha and more stable performance, even during corrections.

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ON DEMAND

The Future of Direct Indexing: Elevate Your Practice

Join this webcast to discover how to elevate the value you provide to client portfolios in a variety of personalized ways — and how to expand your client base.

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