What Clients Changing Jobs Should Know About Their 401(k)

Published on November 6, 2024

These clients have a decision to make on whether, and where, to move their retirement savings.

Continue reading on website
Other news

S&P 500, Bitcoin Hit Peak as Trump to Retake White House

November 6, 2024
The market is more focused on the positive aspects of Trump's agenda with less concern on tariff impacts and wider policy outcomes.      Related StoriesHow 8 State Tax Ballot Questions Did in the PollsFixed Income Investors Should 'Brace for More Downside Volatility': Neuberger BermanVanguard: The 60/40 Portfolio Is Back

What Trump's Win Means for Estate Tax Planning

November 6, 2024
One tax expert from Kitces.com says it's now quite likely that the current estate tax exemption will be extended.      Related StoriesAhead of Key Tax Fight, Republicans Win Senate ControlHow Much Does the Frequency of Retirement Withdrawals Matter?15 New Retirement, Tax Numbers to Know for 2025