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Weekend Reading For Financial Planners (July 26–27)

Nerd's Eye View

Also in industry news this week: A recent report highlights the rapid growth of RIA "consolidators" , with advisors seeking them out for compliance and succession support, though concerns about a potential loss of autonomy and independence from joining one remain The Treasury has delayed until 2028 the effective date for a proposed Anti-Money Laundering (..)

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Things to Know If You Are Planning an Early Withdrawal from Your Roth IRA

WiserAdvisor

Are you thinking about cashing in on your Roth Individual Retirement Account (IRA) early? This article will help you understand the rules around a Roth IRA early withdrawal and walk you through what to consider before tapping into your retirement savings early. And over time, this affects how much you have for retirement.

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Ares Launches Sports and Media Fund for Wealthy Investors

Wealth Management

Ares has said it wants to manage $100 billion from these investors globally by 2028, which could pull in $600 million in management fees. The firm is among many asset managers making a larger push in offering private assets to individuals. billion.

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RSUs 101: An Introduction to Restricted Stock Units

Zajac Group

For example, if you work for a company and leave due retirement, death, disability, or due to a family emergency or a health issue, your employer may be willing to offer you a post-termination grace period (or another alternative, like speeding up the vesting schedule). That being said, there may be some exceptions.

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Transcript: Bill Bernstein on Navigating Uncertainty

The Big Picture

So even in retirement, I should have plenty of stocks. Someone, someone said to me, can you really look through the next four years if you’re not retiring for 10 or 20 years, or if your kid’s 5 29, they’re not gonna school for 10, 15 years. The challenge is, what happens if you’re retiring in 25, 26, 27, right.

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A Tough Way To Make A Living

Random Roger's Retirement Planning

Does a large market share today mean anything in the context of 2028 or 2030? Back to the credit card companies and we can throw in many other financial companies, what happens to CRCL when they all jump in with their own stablecoins? I have no idea yet but this will be fun to learn about.

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A Quick Guide to the One Big Beautiful Bill Act (OBBBA)

Gen Y Planning

Signed into law on July 4, 2025, the One Big Beautiful Bill Act (OBBBA) brings sweeping tax changes with some significant implications for taxpayers (particularly those in or near retirement). Each account receives a one-time government contribution of $1,000 and allows for additional private contributions of up to $5,000 per year.