New Bill Ends Tax on Social Security Benefits, but There's a Catch
2024年9月10日 · What You Need To Know. About 40% of retirees pay income taxes on a portion of their benefits. While this tax is unpopular, the revenue goes back to the trust funds, making …
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Bill to Curb Controversial Social Security Rules Passes House
2024年11月12日 · The full House passed by a 327-75 vote late Tuesday H.R. 82, the Social Security Fairness Act of 2023, which would repeal the Windfall Elimination Provision (WEP) …
Schwab Customers Fume Over Persistent Login Problems
2024年6月11日 · The trouble appeared to start around 8:30 a.m. Eastern Daylight Time, according to a graphic at outage monitoring site Downdetector, which had received about …
World's 20 Biggest Asset Managers: 2024 - ThinkAdvisor
2024年6月25日 · ADV Ratings ' latest list of the world's biggest asset management firms by assets under management, released this month, is again dominated by U.S. institutions, …
Who's Covered Under FINRA's New Home Office Rule? Here's …
2024年2月1日 · The Financial Industry Regulatory Authority's new rules to treat home offices as "residential supervisory locations" and for its remote inspections pilot program are "a big deal …
Genworth Hopes to Stabilize Long-Term Care Business by 2026
2024年2月22日 · What You Need To Know. Tom McInerney, the CEO, sees long-term care insurance sales resuming by the end of this year. A key capital health indicator at the long …
Best & Worst Life Insurance Providers: J.D. Power, 2024
2024年10月11日 · "Currently, only 29% of life insurance customers 'strongly agree' that their insurer makes complex policies simpler," Breanne Armstrong, a J.D. Power insurance …
Osaic Makes High-Level Changes - ThinkAdvisor
2024年8月28日 · Osaic, the wealth management firm, has internally announced organizational changes and management shifts. The changes include broadened roles for Tim Hodge, …