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Benefit from the present installment of “Weekend Studying For Monetary Planners” – this week’s version kicks off with the information that legislative efforts to forestall the enforcement of the Division of Labor’s newly proposed “retirement safety rule” have a cloudy future, as each Democrats and President Biden are opposing such efforts. Which means that, if enacted, the last word destiny of the proposed regulation, like its comparable predecessors, will possible be determined within the courts.
Additionally in business information this week:
- CFP Board has expanded the small print it gives concerning disciplinary actions, increasing transparency across the disciplinary course of for each CFP professionals and the broader public
- A current examine means that advisory companies that rent specialists are capable of supply extra planning companies and improve the period of time advisors spend with purchasers, although doing so comes at a price
From there, we’ve got a number of articles on retirement planning:
- Why larger rates of interest and decrease inflation have led to an elevated preliminary protected withdrawal fee for retirees, in keeping with one evaluation
- A bunch of retirement ‘supernerds’ critiques a current declare that retirees can confidently use an 8% protected withdrawal fee
- Why retirees would possibly think about gifting whereas they’re alive slightly than ready till their deaths to depart cash to family members and charities
We even have quite a few articles on tax planning:
- How monetary advisors can add worth for purchasers by serving to them make Certified Charitable Distributions (QCDs) accurately
- The vary of tax-savings alternatives advisors can uncover when reviewing a consumer’s tax return
- A year-end tax planning guidelines advisors and purchasers can use to make sure there will likely be no surprises when it comes time to file their 2023 tax returns
We wrap up with 3 last articles, all about managing wealth:
- Why having important wealth doesn’t immunize a person from worrying about cash
- How advisors can assist purchasers who’re coming into a relationship with unequal wealth
- Budgeting and account administration instruments customers (and their advisors) can think about using following the upcoming shutdown of Mint
Benefit from the ‘gentle’ studying!
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