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401(k) Real Talk Episode 153: May 21, 2025

Wealth Management

Open, honest and candid discussion about Empower adding private markets to TDFs, startup adding leveraged financing to retirement plans, the growing wave of forfeiture cases and ways to deal with the IRA rollover problem.

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Tax Savings Tips for Startups

Harness Wealth

Let us face ittech startups encounter a unique set of tax challenges that can make or break their financial future. The complex interplay between traditional tax regulations and the innovative nature of tech businesses demands smart planning from day one.

Startup 52
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All the Tax Benefits You Need for Your Small Business

Harness Wealth

The calculation becomes increasingly complex for higher-income taxpayers , as it introduces factors such as W-2 wages paid to employees, the unadjusted basis of qualified property, and retirement plan contributions. Whether you’re a high earner, a startup employee, or a private investor, simplify your taxes today.

Taxes 52
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15 Recession-Proof Businesses That Thrive in Any Economy

Clever Girl Finance

When people are unsure about how to manage their money, protect their investments, or plan for the future, they turn to experts for guidance. Thats why financial planning services are among the top recession-proof businesses to consider. You dont have to be managing million-dollar portfolios either.

Economy 68
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Adviser links: phased retirements

Abnormal Returns

Podcasts Amy Arnott and Christine Benz talk with Don Graves and Wade Pfau about the role of home equity in retirement planning. citywire.com) 401(k) State Street ($STT) is launching its 401(k) plan with an annuity option. riabiz.com) Fisher Investments is spinning off its 401(k) business, Fisher Retirement Solutions.

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Adviser links: getting really clear

Abnormal Returns

(thinkadvisor.com) Moving states in retirement requires some careful planning. riabiz.com) Fintech More startups are claiming they can use AI to serve more clients, more efficiently. investmentnews.com) The biz How Altruist Cash came to be. riabiz.com) Betterment has grown to $45 billion in AUM.

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The Latest In Financial #AdvisorTech (January 2024)

Nerd's Eye View

This month's edition kicks off with the news that held-away asset management platform Pontera has raised $60 million in venture capital funding as advisors increasingly seek to directly manage clients' 401(k) and other outside assets – although an ongoing investigation by Washington state regulators over whether advisors' use of Pontera violates (..)