Description
Financial Planning's January 2025 CE quiz will contain information from these eight relevant articles in print and/or online:
Traditional vs. Roth 401(k) and how best to leverage an HSA;
Regs proposed on 401(k) enrollment, Roth IRA catchup;
ESG battles flaring in the Midwest;
Vanguard finds tax-loss harvesting is key to advisor value;
Alternative investments tax pros need to know;
Advisors, clients want to know where the gold is at in 2025;
3 things we learned about estate planning in 2024; and
The 10 states with the highest property taxes on homeowners
Learning Objectives
Those who take Financial Planning's January CE 2025 quiz will learn about these topics from eight relevant articles in print and/or online:
Perspectives on traditional vs. Roth 401(k) and the most effective strategic uses of health savings accounts;
A discussion of proposed regulations issued in January 2025 relating to various employee retirement plans;
Advisors will learn about the state of play regarding ESG investments, focusing on legislative and pension fund moves in the Midwest states;
The value of tax-loss harvesting in light of the uncertain fate of provisions in the Tax Cuts and Jobs Act;
Strategic moves to maximize tax deductions for clients holding alternative investments;
Prospects for gold investments in 2025 in the light of the precious metal hitting new highs in 2024;
Ways advisors can encourage prudent estate planning practices among clients, especially younger ones; and
A breakdown of the 10 U.S. states with the highest residential property taxes.