Expect Secure 3.0 and a Major Tax Bill Next Year

Published on November 22, 2024

Tax cuts will likely be fast-tracked in 2025 as Secure 3.0 takes shape, a former Labor official says.

       
Continue reading on website
Other news

Margin Debt Up 0.3% in October; Highest Level Since 2022

November 22, 2024
FINRA has released new data for margin debt, now available through October. The latest debt level is at $815.368 billion, the highest level since February 2022. Margin debt is up 0.2% month-over-month (MoM) and up 28.4% year-over-year (YoY). However, after adjusting for inflation, debt level is up 0.2% MoM and up 25.1% YoY.

8 'Nerdy' Year-End Tax Planning Insights for 2024: Jeff Levine

November 22, 2024
Buckingham Wealth Partners' chief planning officer talks tax strategy and makes some 2025 predictions.