New Bill Lets First-Time Homebuyers Take More From IRAs

Published on October 18, 2024

Individuals could withdraw $25,000 without penalty to purchase their first home, up from $10,000.

       
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BD Violated Reg BI With Excessive Trading That Cost Clients $1M: SEC

October 18, 2024
PHX Financial and a registered rep made over $400,000 in commissions and fees while clients lost money, the SEC said.      Related StoriesXYPN Unveils 'New Path to Independence' via Corporate Affiliation ModelTop DOL Official Sees a 'Nonsensical' Reality at Heart of Fiduciary FightHow Advisors Are Future-Proofing Their Businesses

Harnessing the Impact of Changing Demographics to Grow Your Practice

October 18, 2024
The demographic makeup of America is changing. Latinos now make up almost 20 percent of Americans, up from seven percent in 1980. But while the number of Latino Americans continues to grow, only about four percent of financial advisors identify as Latino.