IRS

Advisor Upside

How Advisors Can Help Turn 529s Into Roth IRAs

Photo by Joslyn Pickens via Pexels

A new law under the Secure 2.0 Act will allow unused savings from 529 education investment funds to be transferred to a Roth IRA tax-free.

1 min read

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Big Tech

Zuckerberg to ‘Move Out’ Meta’s Low Performers by Axing 5% of Workforce

It’s the latest in several moves — announced in swift succession — that suggest a radical overhaul in Zuckerberg’s thinking about Meta.

2 min read
Photo by Jake Walker via Unsplash

Advisor Upside

AI’s Coming for Wall Street Jobs

Executives at top financial services firms expect to cut as many 200,000 jobs in the next five years and significantly increase revenues.

2 min read
Photo by Jason Briscoe via Unsplash

ETF Upside

Vanguard Flips the Script on 60/40 Rule

The investment company says advisors and investors should break from the traditional strategy and take on more defensive positions this year.

2 min read

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