Vanguard to Pay $106.4 Million to Settle SEC Charges Over Undisclosed Tax Information
Vanguard Group will pay $106.4 million to settle SEC charges for failing to disclose tax information about its target-date funds, impacting hundreds of thousands of investors due to a 2020 change in minimum investment requirements for institutional fund classes, leading to large capital gains tax bu...
Vanguard to Pay $106.4 Million to Settle SEC Charges Over Undisclosed Tax Information
Vanguard Group will pay $106.4 million to settle SEC charges for failing to disclose tax information about its target-date funds, impacting hundreds of thousands of investors due to a 2020 change in minimum investment requirements for institutional fund classes, leading to large capital gains tax bu...
Progress
48% Bias Score
No Federal Taxes on 2024 Student Loan Forgiveness, But State Taxes May Apply
The American Rescue Plan Act of 2021 eliminated federal taxes on student loan forgiveness through 2025, benefiting over 1 million borrowers in 2024; however, some states may still impose state taxes on forgiven debt.
No Federal Taxes on 2024 Student Loan Forgiveness, But State Taxes May Apply
The American Rescue Plan Act of 2021 eliminated federal taxes on student loan forgiveness through 2025, benefiting over 1 million borrowers in 2024; however, some states may still impose state taxes on forgiven debt.
Progress
36% Bias Score
Managing Intergenerational Wealth Transfer
This article explores the anxieties surrounding intergenerational wealth transfer and outlines various strategies, such as trusts and annuities, to ensure responsible and cautious distribution of assets.
Managing Intergenerational Wealth Transfer
This article explores the anxieties surrounding intergenerational wealth transfer and outlines various strategies, such as trusts and annuities, to ensure responsible and cautious distribution of assets.
Progress
40% Bias Score
Nasdaq Dip: Tax Strategies or Market Shift?
The Nasdaq Composite fell nearly 4% last week as the 10-year Treasury yield hit its highest level since 2023; however, some wealth managers believe this is a short-term correction due to tax-loss harvesting rather than the start of a downturn.
Nasdaq Dip: Tax Strategies or Market Shift?
The Nasdaq Composite fell nearly 4% last week as the 10-year Treasury yield hit its highest level since 2023; however, some wealth managers believe this is a short-term correction due to tax-loss harvesting rather than the start of a downturn.
Progress
32% Bias Score
Lack of Succession Planning Risks Costly Family Business Transitions
A new report reveals that two-thirds of business owners lack succession plans, risking costly disputes and inefficient transitions as over 60% of family businesses are set to change ownership in the next 10 years; proactive planning is crucial for maximizing financial returns and minimizing family d...
Lack of Succession Planning Risks Costly Family Business Transitions
A new report reveals that two-thirds of business owners lack succession plans, risking costly disputes and inefficient transitions as over 60% of family businesses are set to change ownership in the next 10 years; proactive planning is crucial for maximizing financial returns and minimizing family d...
Progress
36% Bias Score