Weekend Reading For Financial Planners (July 8-9)
Nerd's Eye View
JULY 7, 2023
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CFO News Room
NOVEMBER 23, 2022
But alongside those advantages, there are some specific rules and regulations that are unique to solo 401(k) plans, which can add to the complexity of setting up and maintaining a plan. And for advisors who serve self-employed clients, managing a solo 401(k) plan is often a different process than managing other types of investments.
CFO News Room
NOVEMBER 26, 2022
Also in industry news this week: The Biden administration has extended the student loan payment pause out to as far as August 31, 2023 amid legal battles over its broader student loan relief plan. Why RIA M&A activity has slowed down since October and how deal structures could be affected in the current economic environment.
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