Among all the different types of retirement account beneficiaries, those who are the surviving spouse of the original account owner receive the most preferential tax treatment when it comes to distributing the account’s assets after the owner’s death. While non-spouse beneficiaries face strict timelines – either starting Required Minimum Distributions (RMDs) the year after the […]

Over the last decade, over $41 billion dollars of superannuation payments have gone unpaid. Australian workers rely on their super to enjoy retirement and be financially independent, so businesses across Australia are legally obligated to provide super guarantees for their employees; it is part of the trust between workers and business owners. So, what’s gone […]

Welcome everyone! Welcome to the 402nd episode of the Financial Advisor Success Podcast! My guest on today’s podcast is John Mason. John is the President of Mason & Associates, an RIA based in Newport News, Virginia, that oversees $370 million in assets under management for approximately 390 client households. What’s unique about John, though, is […]

It’s been a huge three months: we’ve hosted Xerocons in both London and Nashville, and have been hard at work delivering numerous product updates, many inspired by your ideas, requests, and feedback. In last month’s edition we shared how we’re making it easier for you to navigate and tab through fields in invoicing, and in […]

It’s been a huge three months: we’ve hosted Xerocons in both London and Nashville, and have been hard at work delivering numerous product updates, many inspired by your ideas, requests, and feedback. In last month’s edition we shared how we’re making it easier for you to navigate and tab through fields in invoicing, and in […]