Anil Vazirani Scottsdale Investment Advisor shares With a Roth conversion, there’s a surprising trick to biting the tax bullet By Lynnley Browning August 03, 2021 With taxes on the wealthy seemingly on track to increase under President Joe Biden, many affluent investors have been rushing to reconfigure their retirement strategies to lessen a financial blow…
Anil Vazirani Scottsdale Investment Advisor shares Retirees, forget the 4% withdrawal rule: Teresa Ghilarducci
Anil Vazirani Scottsdale Investment Advisor shares Retirees, forget the 4% withdrawal rule: Teresa Ghilarducci By Theresa Ghilarducci July 02, 2021, 1:53 p.m. EDT 3 Min Read (Bloomberg Opinion) — Let’s say you’re one of the lucky ones and have accumulated $1 million in your 401(k) retirement account after years of working. But, like many, maybe…
Anil Vazirani Scottsdale Investment Advisor shares Merrill Lynch ordered to pay $11.7M for early UIT switches
Anil Vazirani Scottsdale Investment Advisor shares Merrill Lynch ordered to pay $11.7M for early UIT switches By Tobias Salinger June 28, 2021 FINRA’s latest case has taken nearly a decade to resolve. Almost five years after the regulator launched targeted examinations of wealth managers’ sales of pricey alternative investment products called unit investment trusts, Merrill…
Anil Vazirani Scottsdale Investment Advisor shares The CFP Board Has Given Up on Protecting the Public From Unscrupulous Advisors
Anil Vazirani Scottsdale Investment Advisor shares The CFP Board Has Given Up on Protecting the Public From Unscrupulous Advisors By Allan S. Roth June 23, 2021, 9:00 p.m. EDT 7 Min Read Scott Wenger The CFP Board states it has a lofty mission, but is no longer trying to live up to it. Here’s what…
Anil Vazirani Scottsdale Investment Advisor shares When will capital gains taxes spike? Advisors look to next week for clues
Anil Vazirani Scottsdale Investment Advisor shares When will capital gains taxes spike? Advisors look to next week for clues By Lynnley Browning May 19, 2021 Just how much money are wealthy clients about to lose amid looming higher taxes on their investment profits? Advisors and market watchers are anxiously looking to next week to finally…
Anil Vazirani Scottsdale Investment Advisor shares Biden tax proposal would kick in at over $500K for couples
Anil Vazirani Scottsdale Investment Advisor shares Biden tax proposal would kick in at over $500K for couples By Josh Wingrove and Laura Davison April 30, 2021, 11:50 a.m. EDT2 Min Read President Biden’s proposed income tax increases for the wealthy would hit individuals earning more than $452,700 in 2022 and married couples making at least…
Anil Vazirani Scottsdale Investment Advisor shares IRS to fix its confusing tax ‘error’ on new 10- year rule for inherited retirement plans
Anil Vazirani Scottsdale Investment Advisor shares IRS to fix its confusing tax ‘error’ on new 10- year rule for inherited retirement plans By Lynnley Browning May 04, 2021, 10:38 a.m. EDT4 Min Read Congress dealt investors a blow on the eve of the pandemic when it sharply reined in the benefits of a lucrative tool…
Anil Vazirani Scottsdale Investment Advisor shares Why CPAs are Wrong about Buying Annuities in IRAs and 401(k) Plans
Anil Vazirani Scottsdale Investment Advisor shares SEC Charges Unregistered Brokers Who Sold Equialt Securities to Retail Investors Why CPAs are Wrong about Buying Annuities in IRAs and 401(k) Plans Before I get started, if you haven’t seen the following, you might want to sign up for one/both. 21-Page White Paper–FIAs in ERISA Governed Pension Plans…