Morning Memo
Wealth Management Morning Memo

DECEMBER 29, 2020

RETIREMENT PLANNING

The 15 Worst States for Retirement Taxes

Ranking jurisdictions based on retirement income tax, any state-imposed estate or inheritance taxes, average state and local sales tax and average effective property tax.

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COLLEGE PLANNING

How Home Equity and Other Assets Impact Financial Aid

The focus on qualifying for need-based aid will often be a misplaced worry among your clients. What’s important is getting a discount off the price.

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EXCLUSIVE RESEARCH

Thinking About a Switch? Top Reasons Your Peers Are Choosing New Broker-Dealers

Download the report now to get an in-depth analysis of the five key considerations for making the switch to a new broker-dealer.

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EQUITIES

Can Active Fund Managers Buy Their Way Back Into Investors’ Favor?

If there was ever a moment for active managers to restate their worth and the value they can bring to investors, it is in 2021.

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