Get Ready for New 1099-K Rules in 2024 | ThinkAdvisor
WEBFeb 14, 2024 · Beginning in 2023, the Form 1099-K reporting threshold for businesses that use third-party payment services, such as Venmo, Etsy, StubHub and Airbnb, was set to decrease significantly, from ...
World's 25 Biggest Wealth Management Firms by AUM: 2021
WEBNov 16, 2021 · Aite-Novarica Group crunched the numbers on big broker-dealers, wirehouses and other firms.
Aetna May Let Medicare Plan Enrollment Fall 10% in 2025
WEBAug 8, 2024 · Aetna now covers 4.3 million people through Medicare Advantage plans. An analyst on the conference call asked about earlier CVS warnings that 2025 changes could cut Medicare plan enrollment by 10% ...
Planning for the Estate and Gift Tax Exclusion: What to Know
WEBDec 7, 2022 · What You Need to Know The federal lifetime gift and estate tax exclusion will increase for 2023, with possible increases for 2024 and 2025. However, these high thresholds are only temporary ...
1035 Exchange: Know the Rules | ThinkAdvisor
WEBMar 31, 2022 · A 1035 exchange can let investors defer paying capital gains and other taxes, but you must understand the rules.
Best Full-Service Wealth Management Firms, Ranked by
WEBApr 14, 2022 · According to the study, 51% of full-service investors said their advisor provides comprehensive advice that addresses all their wealth management needs. But investors have low expectations, as ...
11 Net Investment Income Tax Questions, Answered - ThinkAdvisor
WEBJun 29, 2021 · The investment income tax is a surtax of 3.8% in addition to the regular income tax that certain high-income taxpayers would otherwise owe on the income in question. The tax is imposed on the ...
The Social Security Trust Funds, Explained - ThinkAdvisor
WEBNov 22, 2020 · The Disability Insurance (DI) trust fund provides benefits to disabled workers and their spouses and children. Social Security paid out $1 trillion in benefits during 2019, almost one-quarter of ...
5 Questions: Vanguard's New Report on Annuities in
WEBJun 12, 2024 · Having extra guaranteed income late in life can supplement Social Security and protect workers who end up facing cognitive decline, the team adds. 5. Is a hybrid arrangement really simpler? The ...
World's 16 Biggest Wealth Management Firms by Advisor …
WEBNov 17, 2021 · Start Slideshow Related: World’s 25 Biggest Wealth Management Firms by AUM: 2021 Aite-Novarica’s 2021 Impact Report — an annual market monitor that appeared for the first time in 2014 and ...