IRS

Advisor Upside

How Advisors Can Help Turn 529s Into Roth IRAs

Photo by Joslyn Pickens via Pexels

A new law under the Secure 2.0 Act will allow unused savings from 529 education investment funds to be transferred to a Roth IRA tax-free.

1 min read

Photo via Connor Lin / The Daily Upside

Media & Entertainment

2024: The Year Streamers Cracked Live Programming

For years, traditional cable had one trump card against the upstart streamers devouring their business: live programming. Not anymore.

2 min read
Photo by Matthew G. Bisanz via CC BY-SA 3.0

Banking

2024: The Year a Rising Star of US Banking Had Its Wings Clipped

TD Bank was fined more than $3 billion by regulators in October in what’s arguably the biggest banking scandal of the year.

2 min read
Photo by Boggy22 via iStock

M&A

2024: The Year Europe’s Bank Merger Dominoes (Maybe) Started to Fall

Europe’s bank M&A scene has been noticeably stagnant for a while, but that could all be about to change next year.

2 min read

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