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Year-end Roth IRA conversions are increasingly popular, with a 46% rise noted in Q2 2024. Financial experts advise acting sooner rather than later to avoid potential delays from overwhelmed institutions and to take advantage of current lower tax brackets before rates are set to increase after 2025. Careful timing is crucial, as conversions can impact adjusted gross income and trigger additional tax consequences.
Hightower has acquired a controlling stake in NEPC, enhancing its capabilities in wealth management and OCIO services. This partnership combines $258 billion in assets under management and $1.8 trillion in advisory assets, allowing Hightower to better serve high-net-worth clients seeking private market investments. NEPC retains its autonomy while gaining access to Hightower's retail client base, reflecting a growing trend of convergence between wealth management and institutional consulting.
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