Clients Can Tap Their 401(k) After a Disaster. Here's What to Know.

Published on October 18, 2024

The Secure Act made significant changes with respect to disaster-related distributions from retirement accounts.

Continue reading on website
Other news

What If Your Wealthy Clients Get Robbed?

October 18, 2024
Part of holistic wealth planning should involve regular reviews of property risk.      Related StoriesHow Well Do You Understand Your UNHW Clients' Spending Rate?Foundation Source Buys Fintech Firm Powering Charityvest3 Starting Points for Transforming Your Practice With AI and Automation

Trifecta of Fed Rate-Cut Regret Is an Illusion

October 18, 2024
We’ve had several weeks of strong data since the Federal Reserve cut policy rates by a half percentage point. It started with a surprisingly robust jobs report, followed by a janky and above-expectations inflation report.