Relying on a mix of APIs, special methodology and a tech-forward attitude, Vestwell and Franklin Templeton aim to give advisors more control over managed retirement accounts.
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.
COVID-19, economic uncertainty and political change–along with high firm valuations—are pushing more advisors to take their own retirement from the industry seriously.
The pandemic has hit long-term care institutions particularly hard, and the effects are likely to persist, including a shift to more home-based care and changing projections for clients’ retirement costs.
