What Your Advisors Are Reading This Month

August Reading List from your WPC Advisors

Several articles this month focus on financial planning topics for those working towards retirement and those already in retirement!

Financial Planning Articles

Jerry:

Millions of high-earning Americans to lose popular 401(K) tax deduction – here’s what it means for YOU (msn.com)

Todd S.

I’m a Financial Advisor: Don’t Leave These 12 Assets to Your Heirs (msn.com)

I pitted ChatGPT against a real financial advisor to help me save for retirement—and the winner is clear | Fortune Recommends

Todd L.:

Teaching Finances to Your Future College Student (capstonewealthpartners.com)

Patrick:

The Rules Just Changed Again for Inherited IRAs. What You Need to Know. | Barron’s (barrons.com)

Malea :

How big will Social Security’s 2024 COLA be? – MarketWatch

What does a financial planner do? Do I need one? – Vox

Tim:

Insights from Fidelitys portfolio manager Bill Kennedy | Fidelity

If you have any questions about the August reading list, please give us a call!

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