New Bill Ends Tax on Social Security Benefits, but There's a Catch
Sep 10, 2024 · What You Need To Know. About 40% of retirees pay income taxes on a portion of their benefits. While this tax is unpopular, the revenue goes back to the trust funds, making up about 4% of Social ...
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Genworth's CEO Aims for 2025 Long-Term Care Insurance Launch
May 3, 2024 · What You Need To Know. Earnings were up in the first quarter. The long-term care insurance business reported a small profit. An increase in mortality had mixed effects.
IRS Reveals New Tax Rates, Deductions for 2025 - ThinkAdvisor
Oct 22, 2024 · The new numbers are contained in Revenue Procedure 2024-40, and the IRS has also published a shorter 2025 tax year highlight document on its website. In total, the updates address more than 60 tax ...
Genworth Hopes to Stabilize Long-Term Care Business by 2026
Feb 22, 2024 · What You Need To Know. Tom McInerney, the CEO, sees long-term care insurance sales resuming by the end of this year. A key capital health indicator at the long-term care insurance business improved.
Schwab Customers Fume Over Persistent Login Problems
Jun 11, 2024 · The trouble appeared to start around 8:30 a.m. Eastern Daylight Time, according to a graphic at outage monitoring site Downdetector, which had received about 5,800 problem reports for Schwab by 9: ...
World's 20 Biggest Asset Managers: 2024 - ThinkAdvisor
Jun 25, 2024 · ADV Ratings ' latest list of the world's biggest asset management firms by assets under management, released this month, is again dominated by U.S. institutions, including 14 in the top 20. Two ...
The 20 Biggest Asset Managers in the World: Q1 2023
Jun 6, 2023 · Related: 10 Biggest U.S. Banks in 2022 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 ...
4 Investing Ideas for 2025: Morningstar - ThinkAdvisor
Nov 25, 2024 · Here are four investing ideas from Morningstar for financial advisors and their clients to consider in 2025 — and one to watch. As the research group repeatedly points out, not every investment ...
Who's Covered Under FINRA's New Home Office Rule? Here's …
Feb 1, 2024 · The Financial Industry Regulatory Authority's new rules to treat home offices as "residential supervisory locations" and for its remote inspections pilot program are "a big deal for the broker ...