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Here's how uber-rich pass wealth to heirs tax-free when markets are down

Wealthy people, like Michael Bloomberg and Mark Zuckerberg, have used grantor-retained annuity trusts. The trusts have better odds of success in down markets.

3 years ago

Social Security's cost-of-living increase for 2023 would be largest in 40 years. Here's what that means for benefits

Social Security beneficiaries who are struggling with high prices may get welcome news when the cost-of-living adjustment for 2023 is announced.

3 years ago

Here's why more than 7 million student loan borrowers could miss out on federal forgiveness program

Consumer advocates say that requiring student loan borrowers to apply for forgiveness will lead to many people missing out on the relief.

3 years ago

Congress is still considering changes to the retirement system, including catch-up contributions

If lawmakers don't act before the end of the year, the legislative process for improving the retirement system would have to start again in a new Congress.

3 years ago

Top Wall Street analysts pick these stocks as the market grows increasingly uncertain

TipRanks analyst ranking service pinpoints Wall Street's best-performing stocks, including Apple & Amazon.

3 years ago

Here's how to pay 0% capital gains taxes with a six-figure income

You may qualify for the 0% long-term capital gains rate with a six-figure income. Here's how to calculate your taxable income to harvest tax-free gains.

3 years ago

There's new optimism the $300 monthly child tax credit checks can be renewed — but the relief may look different

There's new hope the monthly child tax credit payments of up to $300 per month can be renewed. Here's how those checks may be different.

3 years ago

Activist ESG investing — the Goldilocks of responsible investing

There is a disconnect between ESG as a philosophy and as an investment product. Activist investors are poised to push for meaningful change that can add value.

3 years ago

Mega Millions jackpot is $410 million. Here are 3 key things to do if you win

Given the size of the windfall, there are a few important things to do if you discover you're holding the winning ticket, experts say.

3 years ago

Ledn to acquire Arxnovum Investments, a fully-registered, Canadian digital asset investment manager

Ledn | Release | Oct 6, 2022 Ledn to acquire Arxnovum Investments to run asset management subsidiary TORONTO, Oct. 6, 2022 /PRNewswire/ - Ledn Inc. ("Ledn"), a global financial services provider for digital assets, is pleased to announce that it has reached an agreement to acquire Arxnovum Investments Inc. ("Arxnovum"), a regulated Canadian digital asset investment


The post Ledn to acquire Arxnovum Investments, a fully-registered, Canadian digital asset investment manager first appeared on National Crowdfunding & Fintech Association of Canada.

3 years ago

Bitbuy to Offer Stock Trading to Its Users

Betakit | Charlize Alcaraz  | Sep 29, 2022 Toronto-based Bitbuy, a WonderFi company, to offer stock trading to its users. Founded in 2016 by Adam Goldman, Bitbuy claims that it has served over 400,00 users in Canada with $5 billion in crypto traded across its platform.  WonderFi acquired Bitbuy for approximately $206 million CAD in


The post Bitbuy to Offer Stock Trading to Its Users first appeared on National Crowdfunding & Fintech Association of Canada.

3 years ago

Podcasts and Books for Investors

Podcasts and books help allow knowledge to become widespread as industry experts share their experience, the lessons they have learned, and strategies that worked for them while founding businesses or investing in startups. They can serve to support investors from … Continue reading

3 years ago

'The month of unprecedented deals' — From Amazon to Target, here's what you need to know about the early holiday sales going on now

Retailers are kicking off a slew of holiday deals earlier than ever before. Here's a rundown of some of the sales events happening now.

3 years ago

These are the 10 states where renters are most behind on payments — and high-cost California didn't make the list

Some 15% of American households, around 6 million, are behind on rent this fall, according to a new report. Here's where renters are struggling the most.

3 years ago

As California stimulus checks of up to $1,050 start to go out, here's what you need to know

As many as 23 million Californians will benefit from a record-high state surplus when they receive direct payments starting this month.

3 years ago