Financial planning news from around the web: Jan. 22 – 26, 2018

Written on Jan 24, 2018

In case you missed them, here are some recent interesting financial planning news items from around the web.

Affluent Americans shopping more at discount retailers
Affluent consumers are becoming more price sensitive as they embrace industry disruptors such as artificial intelligence, Amazon and mobile technology to compare prices, according to the results of a new survey.

New platform lets indie advisors trade bonds
A new platform is designed to help independent financial advisors buy and sell individual bonds by providing greater transparency about the pricing, availability and other characteristics.

IRS sets final 2018 deadline for Roth conversion do-overs
One of the few retirement changes in the tax overhaul was the elimination of do-overs for Roth IRA conversions.

Retirement savers need a Plan B
Retirement savers need a Plan B should their primary plan not work out because of poor health or other unforeseen events, a study says. Of the 47% of respondents who have a backup plan, many are relying on savings, a working spouse or downsizing of their house.

Tech Corner - What’s on your iPhone? Device searches by U.S. border officials are skyrocketing
International travelers headed to the U.S. should be prepared to hand over their smartphones. The U.S. Customs and Border Patrol conducted 30,000 searches of international travelers’ electronic devices in 2017, a 50% increase.

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