WealthManagment.com Daily Memo
Wealth Management Daily Memo

JANUARY 9, 2019

REGULATION AND COMPLIANCE

New PAYGO Rule Could Trip Up Retirement Legislation in the House

When the government re-opens, a new House rule could raise the hurdle for legislation meant to encourage retirement savings.

FULL ARTICLE

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WEALTHCASTS

Michael Kitces' #FASuccess Podcast: How Kathleen Rehl Helps Widows Move Forward on Their Own

Kathleen Rehl knows how to relate to and work with widows because she is one herself.

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SPONSORED CONTENT

Destination RIA: What to Expect and How to Prepare for Independence

Are you ready to RIA?

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BUSINESS PLANNING

Your 2019 CPA Game Plan

Advisors should foster relationships with CPAs all year long.

FULL ARTICLE