When it comes to retirement savings, what you don't know about IRA rollovers can cost you unexpected taxes and penalties. Whether you're changing jobs, inheriting retirement assets, or consolidating accounts, one misstep can set your retirement plans back years. From breaking the once-per-year rule to mishandling inherited accounts, these ten ...
Comprehensive Practice Guide & Exclusive Toolkit for Financial Advisors Teaches How to Duplicate & Scale Business with Proven Process hit #1 New Release in Wealth Management on Amazon Cleveland – April 22, 2025 –The Rainmaker Multiplier: How to Create a Self-Sustaining, Scalable Financial Planning Business, by Jason L Smith CEP®, ...
Navigating the complex financial landscape during a divorce requires careful planning, especially when it comes to retirement accounts. When a divorce occurs, the financial assets of a couple, including their retirement accounts, are often split. If mistakes are made during this process, the stress of a divorce can be compounded ...
One of the focal points following the presidential election is the potential for an increase in tariffs applied to goods produced outside the US. Many investors have wondered what this could mean for markets. One period offering perspective on this issue is President Trump’s first term in office. Beginning ...
These are important updates to required minimum distribution rules that may affect your retirement planning. New RMD Rules Are Here On July 18, 2024, the IRS issued both final regulations under the 2020 SECURE Act and proposed regulations under the SECURE 2.0 Act of 2022. These long-awaited new regulations impact many parts ...
If you're like most retirees and pre-retirees, you've spent decades building your nest egg. But have you considered how much of that hard-earned wealth might go to taxes instead of funding the retirement lifestyle you've always dreamed about? At Prosperity Capital Advisors, we know how proactive tax management can transform ...
Ask investors what kind of return they expect out of stocks in any given year, and many will respond with the market’s historical average return. For the S&P 500 Index from January 1926 through December 2023, that’s been a little over 12%. Unless you have a crystal ball, that’s a ...
Sep 30, 2024 It’s almost Election Day in the U.S. once again. While the outcome may be uncertain, one thing we can count on is that plenty of opinions and predictions will be floated in the days surrounding the vote. In financial circles, this will inevitably include discussion of the ...
The US stock market has been on a winning streak, so some investors may have been jolted when the S&P 500 fell more than 6% from July 31 to August 5. The Cboe VIX Index, a measure of US stock market volatility, reached 65.7 on August 5. This was its ...
This guide outlines key considerations, common obstacles and options for financial advisors transitioning from a broker-dealer to a registered investment advisor (RIA) model. We're here to help you find your way at Prosperity Capital Advisors. What Should Financial Advisors Know About Transitioning From a Broker-Dealer to an RIA? Transitioning from ...
CLEVELAND, August 08, 2024 – Prosperity Capital Advisors (Prosperity), a planning-first, SEC-Registered Investment Adviser (RIA), proudly announces its recognition as one of the 50 Fastest Growing RIAs in the United States for 2024 by Financial Advisor Magazine, ranking at #31. This accolade is a testament to Prosperity's unwavering commitment to ...
Email & More Marketing Must-Haves to Grow Your Business As a financial advisor, you probably know that effective communication with prospects and clients is essential to growing your business, but do you have a defined marketing strategy to guide your efforts? Many of the best marketing strategies for financial advisors ...
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