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Advisors with wealthy clients holding eight-figure retirement accounts may need to revisit strategies under a Democratic proposal to close what lawmakers call a loophole allowing those accounts to continue growing tax-advantaged.
The legislation was introduced on July 22 in the Senate by Senate Finance Committee Ranking Member Ron Wyden, a Democrat from Oregon, and in the House by House Ways and Means Committee Ranking Member Richard E. Neal, a Democrat from Massachusetts.
Zoe Sagalow covers tax and retirement issues for Financial Planning, bringing a decade of experience in financial policy and regulatory reporting to coverage that keeps advisors current on the rules … Read full bio
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Transamerica Institute finds more middle-class workers expect to fund retirement through 401(k)s and other savings, but financial pressures could derail those plans.
Women take on the majority of caregiving responsibilities for aging parents, often putting their financial futures at risk.
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