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Wealth Management Daily Memo

JANUARY 30, 2023

HIGH NET WORTH

Seven States Introduce Legislation Aimed at the Wealthy

Justin M. Hannan, Mariano Robert Beecher and Emily Byrnes

Taxpayers would have to pay annual taxes on asset values rather than income.

FULL ARTICLE

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REGULATION AND COMPLIANCE

Tennessee Adopts Annuity Best Interest Rule

Patrick Donachie

The Volunteer state is the 31st to enact a regulation or law based on a model released by the National Association of Insurance Commissioners in 2020.

FULL ARTICLE

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RETIREMENT PLANNING

SECURE 2.0 Ushers in a New Era for Retirement Savings

Aaron Schumm

The new legislation brings many opportunities for financial advisors to rapidly scale their practices.

FULL ARTICLE

REAL ESTATE

In CRE Investment, the Most Conservative Strategy Isn’t Necessarily the Safest

Sheldon Chang

Investors should ideally balance income-producing properties that typically generate modest yet steady returns with more growth-oriented investments that can potentially produce higher returns over a longer period.

FULL ARTICLE

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