Archive: Luke Delorme
I recently attended a financial advisor conference focused on artificial intelligence. Drawing on what I learned, this post summarizes my thoughts on how AI may reshape financial planning for retirement savers. Spoiler alert: I think it has great potential to help both advisors and individuals. The first iteration of AI tools has already improved retirement…
Last year’s tax bill created a new savings vehicle that starts as early as birth – the Trump account. While these accounts resemble IRAs in some ways, they offer distinct contribution rules, investment limits, and distribution provisions. Like other tax-advantaged accounts – IRAs, Roth IRAs, and 529 plans – Trump accounts come with important nuances…
