Nerd's Eye View

NOVEMBER 27, 2023

In this guest post, Michael Levin, a New York Times bestselling author and ghostwriter, writes about how financial advisors can make a more effective impression on prospective clients by writing, publishing, and distributing a book that establishes their authority, confidence, and, above all, trust.

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Wealth Management

JULY 24, 2024

Certain 10-year designated and successor beneficiaries get no extension.

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Advisor Perspectives

FEBRUARY 12, 2024

This article identifies 10 real-world considerations in tax efficient distribution planning from the perspectives of an academic (Wade Pfau, PhD), a practitioner (Joe Elsasser, CFP), and a CPA (Steven Jarvis).

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MainStreet Financial Planning

DECEMBER 8, 2022

We would like to take this opportunity to remind you about your annual Required Minimum Distribution (RMD). As you may know, the Internal Revenue Service (IRS) requires that you take an annual distribution from your retirement accounts starting with the year in which you turn 72 years old and every year thereafter. Annual deadlines.

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Advisor Perspectives

FEBRUARY 20, 2024

WisdomTree’s Head of Distribution, Americas, Joe Grogan, sat down with VettaFi to discuss the firm’s message to advisors, its digital assets and tokenization capabilities, model portfolios, and more at the recent ETF Exchange conference.

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Mullooly Asset Management

OCTOBER 13, 2022

In this week’s video, Casey discusses IRS guidance on required minimum distributions for inherited IRA’s. Casey suggests 2 ways for retirees to handle their required minimum distributions while also providing an idea for those under age […].

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Advisor Perspectives

DECEMBER 10, 2023

Funds will begin paying out their 2023 distributions this month which could lead to a tax bill for your clients. While capital gains distributions will likely be lower this year than in recent years, interest income is expected to be higher.

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The Irrelevant Investor

SEPTEMBER 17, 2019

1: distribution. 1: Distribution "Sales" has a negative connotation to it, but you can have the best product or service in the world, and without distribution, you don't have anything at all. Pacer Exploits its Edge The post Distribution appeared first on The Irrelevant Investor. O’Hara: No.1: 2: innovation.

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MarketWatch

JANUARY 26, 2023

Distributable earnings fell to $1.07 BX stock fell 1% in premarket trades on Thursday after the private equity firms said its fourth-quarter net income fell to $557.9 million, or 75 cents a share, from $1.4 billion, or $1.92 a share, in the year-ago quarter. a share in the fourth quarter, from $5.17

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Darrow Wealth Management

AUGUST 8, 2022

” This meant annual required minimum distributions (RMDs) were out. Another key aspect that the 2019 Secure Act changed was the required minimum distribution age. Assuming the changes pass, some beneficiaries will have missed a required distribution. Individuals born before July 1, 1949 will retain an RMD age of 70 1/2.

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Darrow Wealth Management

OCTOBER 24, 2022

For example, what’s the best time of year to take required minimum distributions, how to reinvest it, or if you can avoid paying tax on RMDs. And while there isn’t just one best way for everyone to take required minimum distributions, there’s probably one way that works best for you. Yes, you can reinvest your RMD.

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Wealth Management

APRIL 11, 2024

Accumulation-phase planning software won't cut it for solving your clients' complex retirement income puzzles, but there are dedicated applications that can.

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Nerd's Eye View

JULY 24, 2024

One of the biggest changes was to eliminate the prior "stretch" treatment of post-death distributions for most non-spouse beneficiaries, who are now subject to the so-called 10-Year Rule requiring beneficiaries to fully distribute inherited retirement accounts by the end of the 10th year following the original account owner's death.

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Wealth Management

MAY 15, 2024

Alternative investment platforms help connect fund managers with advisors looking for investment opportunities. However, fund managers need to focus on matching advisors with the right options.

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Trade Brains

JULY 16, 2022

In this article, we take a look at the top gas distribution stocks in India. About the Gas Distribution Industry. Although every investor has been sleeping with one eye open for new-age sectors that could give them multi-bagger returns, an industry like gas distribution also shows tremendous potential. Keep reading to find out.

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Wealth Management

JUNE 5, 2024

Daniel Noonan joins the firm from Nuveen, filling a void created by Kimberly LaPointe’s departure in February.

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Wealth Management

MARCH 20, 2023

s extension of qualified charitable distribution status to split-interest gifts. Christopher P. Woehrle discusses the 2022 Secure Act 2.0’s

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Mullooly Asset Management

JULY 28, 2022

“If my required minimum distributions are 5% of my account, does that mean my account will be empty in 20 years?” ” In this week’s podcast, Tom and Casey debunk this common misconception by explaining the math behind required minimum distributions.

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MarketWatch

MAY 4, 2023

IEP told investors late Thursday that the company does not face liquidity problems and it will declare a distribution of $2 per unit for the quarter ended March 31. I as usual will elect to take the distribution in units. Activist investor Carl Icahn’s Icahn Enterprises L.P.

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Nerd's Eye View

JULY 24, 2024

One of the biggest changes was to eliminate the prior "stretch" treatment of post-death distributions for most non-spouse beneficiaries, who are now subject to the so-called 10-Year Rule requiring beneficiaries to fully distribute inherited retirement accounts by the end of the 10th year following the original account owner's death.

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Advisor Perspectives

DECEMBER 1, 2023

Distribution Awards will be part of Exchange in 2024. VettaFi is thrilled to announce that the ETF Express U.S. Exchange is just a few short months away. The financial services community will be gathered in Miami Beach February 11-14. Accordingly, Exchange is an ideal venue for the ETF Express awards.

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Wealth Management

NOVEMBER 29, 2023

While clients and funding remain under wraps, Tokenbridge has plans to tokenize and revitalize the investment industry.

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Wealth Management

JUNE 26, 2024

Notice 2024-55 clarifies two exceptions to the 10% additional tax.

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Nerd's Eye View

JUNE 19, 2024

As while will-based transfers and cash gifts generally impose no restrictions on how they're used by their beneficiaries, certain types of trust-based estate plans can allow an individual to set very specific guidelines for how their assets are held and under which circumstances they can be distributed.

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Getting Your Financial Ducks In A Row

APRIL 18, 2022

We discussed the IRA Qualified Charitable Distribution (QCD) option for folks age 70½ or better in other articles. First of all, even though the age for RMD has increased to 72, the age for Qualified Charitable Distributions remains at 70½, so don’t get these two confused. Photo credit: jb. If you’re under age 70½.

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Nerd's Eye View

JUNE 19, 2024

As while will-based transfers and cash gifts generally impose no restrictions on how they're used by their beneficiaries, certain types of trust-based estate plans can allow an individual to set very specific guidelines for how their assets are held and under which circumstances they can be distributed.

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MarketWatch

FEBRUARY 15, 2023

TPG’s fourth-quarter after-tax distributable earnings of 59 cents a share beat the Wall Street target of 53 cents a share, according to estimates compiled by FactSet. Fourth-quarter net income attributable to TPG Inc. was $24 million, down from $41 million in the year-ago quarter and $37 million in the third quarter. million.

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Steven J. Wilson

APRIL 21, 2023

Read more The post Online Press Release Writing and Distribution for PR? In this article, we will delve into the world of online press releases and explore how they can maximize your PR or Digital PR campaigns’ impact. Understanding the Importance of. appeared first on Steven J.

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MarketWatch

MARCH 7, 2023

in premarket trades after the debt provider to cannabis companies posted better-than-expected distributable earnings. Distributable earnings rose to $12.62 AFCG shares rose 3.8% AFC Gamma said its fourth-quarter net income fell to $2.94 million, or 14 cents a share, from $7 million, or 43 cents a share, in the year-ago quarter.

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Financial Symmetry

OCTOBER 24, 2022

The post The Rewarding Distribution of US Stock Market Returns appeared first on Financial Symmetry, Inc. That may be reassuring to investors, especially if they find market downturns unsettling. The US stock market posted positive returns … Continued.

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Advisor Perspectives

JUNE 13, 2024

When Apple Inc. Chief Executive Officer Tim Cook and his top deputies this week unveiled a landmark arrangement with OpenAI to integrate ChatGPT into the iPhone, iPad and Mac, they were mum on the financial terms.

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SEI

AUGUST 5, 2022

SEI Investments Distribution Co. SEI Investments Distribution Co. SEI Investments Distribution Co. Rule 605 and 606 Reports. Fri, 08/05/2022 - 11:31. Login for clients. SIDCO) is not a market center, so it is not subject to Rule 605 reporting. Rule 606 (Select Broker/Dealer: JP Morgan Securities). Pershing LLC. Rule 606 (PDF).

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MarketWatch

FEBRUARY 7, 2023

CG beat its distributable earnings target, but missed Wall Street’s revenue mark as its fourth-quarter profit fell sharply, the private equity firm said Tuesday, a day after it named former Goldman Sachs Group Inc. Carlyle Group’s distributable earnings fell to $1.01 Carlyle Group Inc. GS executive Harvey Schwartz as its new CEO.

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The Big Picture

DECEMBER 5, 2022

Wealth Distribution Analysis (July 18, 2019). Wealth Distribution in America (April 11, 2019). Source : Moving between wealth brackets: Minimum cutoffs from the Distributional Financial Accounts. More on this later this week… Previously : The Super Wealthy versus the Merely Rich (February 7, 2022).

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MarketWatch

APRIL 4, 2023

billion to shareholders in the form of a cash distribution of $4.67 The distribution will be made using funds raised from the sale of shares in London Stock Exchange PLC co-owned by the company and certain investment funds affiliated with Blackstone completed thus far in 2023. TRICA:TRI said Tuesday it’s planning to return $2.2

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Wealth Management

APRIL 26, 2023

Analysis of big-picture data can reveal plan sponsors who might be sources for prospecting.

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NAIFA Advisor Today

OCTOBER 26, 2023

Corey Anderson is an insurance agent specializing in counseling advisors on implementing insurance plans for disabled clients. As an industry leader, Corey is a frequently featured speaker at industry meetings on topics pertaining to disability insurance.

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