Jun 22, 2024 View in Browser

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Life/Health Weekender

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Analysis

Ed Slott: Time for Some Clients to Ditch Traditional IRAs

By John Manganaro

Low tax rates and big federal budget concerns put the traditional IRA in a precarious position, he says.

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Analysis

How a New Supreme Court Ruling Could Affect Business Owner Clients

By Allison Bell

One reaction: Users of buy-sell agreements should take the disclaimers about consulting with tax advisors seriously.

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Q&A

Kotlikoff: Advisors Do Retirement Planning All Wrong

By Jane Wollman Rusoff

Social Security and 401(k)s should be scrapped, too, the professor says, laying out his alternative retirement plan.

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News

Trump Tax Ideas Would Lead to 'Mother of All Stagflations': Summers

By Christopher Anstey

"This is really dangerous stuff," the former Treasury secretary, a Democrat, says.

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Analysis

Let's Stop Wishful Thinking About Interest Rates: Skip Schweiss

By John Manganaro

When it comes to ultralow rates, "be careful what you wish for," the Sierra Investment Management CEO says.

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Analysis

What If the Flat Tax Makes a Comeback?

By Allison Bell

Michael Burgess put it in H.R. 1040. Now, Steve Forbes wants Donald Trump to adopt it.

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Resources

Charting Your Own Course: Discover Five Business Models for the Modern RIA

Sponsored by: Schwab Advisor Services

If you’re ready for more growth, freedom & control in your career, explore five paths to the independent RIA model. Download Schwab’s guide to find your fit. TRG (0624-5ZJV)

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ON DEMAND

Applying A Holistic Financial Planning Approach To Achieve Alpha

Join this webcast as we explore practical methods to add alpha to your practice and enrich the financial planning journey through the intersection of technology, practice management, and financial wellness.

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