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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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 ...
Schwab Customers Fume Over Persistent Login Problems
Jun 11, 2024 · Charles Schwab customers swamped social media Tuesday with reports of login problems, with some clients fuming they were unable to access their accounts hours after the brokerage indicated it had ...
Bill to Curb Controversial Social Security Rules Passes House
Nov 12, 2024 · The full House passed by a 327-75 vote late Tuesday H.R. 82, the Social Security Fairness Act of 2023, which would repeal the Windfall Elimination Provision (WEP) and Government Pension Offset ...
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.
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 ...
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.
Edward Jones Launches Financial Planning, SMA Offerings
Oct 3, 2024 · What You Need To Know. Clients with at least $250,000 in advisory program accounts will have access to personalized planning for $3,600. The program is expected to be available to all the firm's ...
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 ...