World's 25 Biggest Wealth Management Firms by AUM: 2021
WEBNov 16, 2021 · 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 ...
Planning for the Estate and Gift Tax Exclusion: What to Know
WEBDec 7, 2022 · 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 ...
1035 Exchange: Know the Rules - ThinkAdvisor
WEBMar 31, 2022 · 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
WEBJun 6, 2023 · 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 ...
Gifting Stock to Family Members: What to Know | ThinkAdvisor
WEBJan 25, 2021 · 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 ...
6 Ways to Help Clients Avoid Medicare’s IRMAA ... - ThinkAdvisor
WEBJun 10, 2021 · 6 Strategies for Avoiding IRMAA Issues. 1. Don’t assume nonqualified accounts should be used first in a liquidation order strategy. A popular pre-retirement accumulation strategy is to defer ...
11 Net Investment Income Tax Questions, Answered - ThinkAdvisor
WEBJun 29, 2021 · 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 ...
10 of the Biggest Financial Frauds of the Past 25 Years
WEBDec 22, 2022 · 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 ...
The Social Security Trust Funds, Explained - ThinkAdvisor
WEBNov 22, 2020 · The Disability Insurance (DI) trust fund provides benefits to disabled workers and their spouses and children. Social Security paid out $1 trillion in benefits during 2019, almost one-quarter of ...
U.S. Economy on Track for Major Crisis in 2024: Nomi Prins
WEBOct 11, 2022 · 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 ...
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