Tax & estate planning

34 stories this week 189 in all, from the Advisors desk.

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Tax & estate planning stories, page 2

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US pension system graded C+ as sustainability score slips to 57.1

Oct 21

Stanford economists estimate California Prop 40 would raise $30 billion

Oct 20

Devenir: 52% of HSA assets were invested by June 30

Oct 20

Nationwide survey: nearly three-quarters of Gen Z changed or considered changing portfolios

Oct 20

Tax Foundation says Florida Amendment 3 would cut the local property tax base

Oct 20

Betterment adds mega-backdoor Roth to its solo 401(k) platform

Oct 20

Empower survey: 1 in 3 Americans may have lost track of an old 401(k)

Oct 20

Rockefeller family-dynamics head says trusts alone don't prepare heirs

Oct 20

Average Social Security COLA adds $75 a month in 2027; Fidelity suggests a planning review

Oct 19

Edward Jones: 81% of financial caregivers for adults 65+ would sacrifice own financial security

Oct 19

SoFi survey: women 25-45 rank investing 11th among money priorities

Oct 19

Bernstein's Jennifer Goode says childless clients are underserved in estate planning

Oct 19

Morningstar research puts retirement shortfall risk at 40%-45%

Oct 18

Trust & Will announces Nevada-chartered trust company for sub-$10M clients

Oct 16

IRS starts automatic refunds for more than 50,000 adoption tax credit carryforward filers

Oct 16

Advised investors ask AI more and verify less, Evergreen.ai study finds

Oct 16

F&G survey: 51% of pre-retirees plan to semi-retire rather than stop working

Oct 16

Focus Partners Wealth’s Jeffrey Levine tells advisors to keep college savings in 529 plans

Oct 15

F&G survey: 75% of pre-retirees weigh delaying retirement

Oct 15

Social Security retirement trust fund 2032 exhaustion date holds; funding gap widens to 4.42%

Oct 15

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Tax & estate planning

Tax & estate planning stories, page 2

Page 2 of 10

US pension system graded C+ as sustainability score slips to 57.1

Stanford economists estimate California Prop 40 would raise $30 billion

Devenir: 52% of HSA assets were invested by June 30

Nationwide survey: nearly three-quarters of Gen Z changed or considered changing portfolios

Tax Foundation says Florida Amendment 3 would cut the local property tax base

Betterment adds mega-backdoor Roth to its solo 401(k) platform

Empower survey: 1 in 3 Americans may have lost track of an old 401(k)

Rockefeller family-dynamics head says trusts alone don't prepare heirs

Average Social Security COLA adds $75 a month in 2027; Fidelity suggests a planning review

Edward Jones: 81% of financial caregivers for adults 65+ would sacrifice own financial security

SoFi survey: women 25-45 rank investing 11th among money priorities

Bernstein's Jennifer Goode says childless clients are underserved in estate planning

Morningstar research puts retirement shortfall risk at 40%-45%

Trust & Will announces Nevada-chartered trust company for sub-$10M clients

IRS starts automatic refunds for more than 50,000 adoption tax credit carryforward filers

Advised investors ask AI more and verify less, Evergreen.ai study finds

F&G survey: 51% of pre-retirees plan to semi-retire rather than stop working

Focus Partners Wealth’s Jeffrey Levine tells advisors to keep college savings in 529 plans

F&G survey: 75% of pre-retirees weigh delaying retirement

Social Security retirement trust fund 2032 exhaustion date holds; funding gap widens to 4.42%