Investment News & Analysis for Financial Advisors | ThinkAdvisor
WEB1 day ago · ThinkAdvisor covers topics such as portfolio, annuities, tax, retirement, regulation, cybersecurity and more for financial advisors. Find the latest news, insights, podcasts and lists on ThinkAdvisor.
Planning for the Estate and Gift Tax Exclusion: What to Know
WEBDec 7, 2022 · Learn how the federal lifetime gift and estate tax exclusion will decrease from $12.92 million in 2023 to $6.8 million in 2026, unless there is a change in tax law. Find out what advisors can do ...
1035 Exchange: Know the Rules - ThinkAdvisor
WEBMar 31, 2022 · Learn how to use a 1035 exchange to avoid income taxes on nonqualified annuities or life insurance policies. Find out the eligibility, limitations and tax reporting requirements for this strategy.
Gifting Stock to Family Members: What to Know | ThinkAdvisor
WEBJan 25, 2021 · Learn how to gift stock to family members during your lifetime or upon your death, and how it can affect your tax and estate planning. Find out the pros and cons of gifting appreciated stock to ...
The 20 Biggest Asset Managers in the World by AUM - ThinkAdvisor
WEBJun 6, 2023 · See the gallery of the top 20 wealth managers by AUM, according to ADV Ratings, as of March 31, 2023. The U.S. dominated the list with 14 firms, followed by France, Germany, Switzerland and the U.K.
Harry Dent's Stock Market Crash Predictions, 1999-2021: How Did …
WEBDec 22, 2021 · A review of Dent's forecasts and their accuracy over the past two decades, from the dot-com bubble to the pandemic. See where Dent got it right and where he missed, and how he responded to critics.
U.S. Economy on Track for Major Crisis in 2024: Nomi Prins
WEBOct 11, 2022 · Nomi Prins, a former Goldman Sachs executive and author of "Permanent Distortion", predicts a financial crisis in 2024 due to the Fed's money creation and the gap between the real and financial ...
Accredited Investor vs. Qualified Purchaser: What's the Difference ...
WEBJan 10, 2023 · Learn the differences between accredited investor and qualified purchaser, two types of investors who can access unregistered securities. Find out the income, net worth, investment and other ...
House Passes Tax Bill With 100% Bonus Depreciation
WEBJan 31, 2024 · The bill, which passed in January 2024, includes 100% bonus depreciation, R&D expensing, and Child Tax Credit expansion. It also raises the small-business expensing cap and expires at the end of 2025.
10 of the Biggest Financial Frauds of the Past 25 Years
WEBDec 22, 2022 · From FTX to Ponzi, see the most notorious scams that bilked billions from investors. Learn how they were exposed and who was behind them.
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