Planning for the Estate and Gift Tax Exclusion: What to Know
网页2022年12月7日 · The federal lifetime gift and estate tax exclusion will increase from $12.06 million in 2022 to $12.92 million for 2023. There could also be increases for inflation for both 2024 and 2025. That ...
World's 25 Biggest Wealth Management Firms by AUM: 2021
网页2021年11月16日 · 25 Largest Independent RIAs by Client Assets. Aite-Novarica Group this month released the second iteration of the market monitor report the firm first published in 2019 to identify, rank and ...
1035 Exchange: Know the Rules - ThinkAdvisor
网页2022年3月31日 · Without a 1035 exchange, the holder of a nonqualified annuity contract would owe ordinary income tax on any annual returns from the nonqualified annuity, plus a 10% penalty for those under age ...
The 20 Biggest Asset Managers in the World by AUM - ThinkAdvisor
网页2023年6月6日 · The U.S. placed 14 institutions among the world’s top 20 largest asset management firms by assets under management (AUM), according to ADV Ratings ’ latest rankings. France and Germany each ...
5 Steps to Successfully Talk About Fees With Clients
网页2016年6月8日 · Here are five tips that can help you have more successful conversations: 1) Take the lead. Yes, it’s a touchy subject—and that’s exactly why it is important to take the initiative to start ...
Gifting Stock to Family Members: What to Know | ThinkAdvisor
网页2021年1月25日 · Gifts of stock can be made in lieu of giving cash. The annual gifting limits of $15,000 per person ($30,000 for a joint gift with your spouse) apply, and the value of the stock on the day of the ...
10 of the Biggest Financial Frauds of the Past 25 Years
网页2022年12月22日 · In announcing charges against FTX founder and former billionaire Sam Bankman-Fried, U.S. Attorney Damian Williams said that the case was “one of the biggest financial frauds in American history ...
11 Net Investment Income Tax Questions, Answered - ThinkAdvisor
网页2021年6月29日 · Today, revenue from the net investment income tax goes to the U.S. Treasury. The investment income tax is a surtax of 3.8% in addition to the regular income tax that certain high-income taxpayers ...
U.S. Economy on Track for Major Crisis in 2024: Nomi Prins
网页2022年10月11日 · By Jane Wollman Rusoff. A major financial crisis will likely hit in 2024, when “the United States could see the size of its economy relegated to third place in the world behind China and India ...
12 Best Midsize U.S. Cities to Live In - ThinkAdvisor
网页2022年8月24日 · For its 2022 study, Livability ranked some 2,300 cities, applying its proprietary algorithm to calculate a LivScore for each one to come up with the 100 best midsize cities. The LivScore is based ...
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