Arvind Sood

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accuracy or completeness of any statements, statistics, data, opinions, forecasts, or predictions provided in any third-party article and/or website content is intended or should be inferred. Duly registered representatives offer securities through Equitable Advisors, LLC (NY, NY (212) 314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN) and offer investment advisory products and services through Equitable Advisors, LLC, an SEC-registered investment advisor. Duly licensed agents offer annuities and insurance, including those of Equitable Financial Life Insurance Company (NY, NY) (Equitable Financial) and Equitable Financial Life Insurance Company of America (Equitable America) (an AZ stock company with main administrative office in Jersey City, NJ) respectively, through Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC, in CA; Equitable Network Insurance Agency of Utah, LLC, in UT; Equitable Network of Puerto Rico, LLC, in PR). Equal Opportunity Employer – M/F/D/V. All companies are affiliated and do not provide tax or legal advice. For financial professionals conducting business in the state of
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Attention Estate Executors: Do you know about the Alternate Valuation Date?
09/01/2026

Attention Estate Executors: Do you know about the Alternate Valuation Date?

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

In 2024, the average work bonus was roughly 2.8 percent of the worker’s annual salary, across all industries. What would...
08/27/2026

In 2024, the average work bonus was roughly 2.8 percent of the worker’s annual salary, across all industries. What would you do with yours?

This article examines one's options when receiving a work bonus or other financial windfalls.

Consider a bucket plan to go with your bucket list.
08/25/2026

Consider a bucket plan to go with your bucket list.

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.

Here's a common strategy high earners use: The backdoor Roth conversion! It involves moving money from a traditional IRA...
08/20/2026

Here's a common strategy high earners use: The backdoor Roth conversion! It involves moving money from a traditional IRA to a Roth IRA. Talk to your financial professional to see if it makes sense for you.

Use this article to start conversations about the “backdoor” Roth IRA strategy.

Do you know what your insurance needs are, when you’re married, with children?
08/18/2026

Do you know what your insurance needs are, when you’re married, with children?

When you’re married and have children, insurance needs will be different.

Concerned about the social impact of your investments?
08/13/2026

Concerned about the social impact of your investments?

For some, the social impact of investing is just as important as the return, perhaps more important.

Roth or traditional—which 401(k) option makes more sense for you? This side-by-side comparison helps you think through t...
08/11/2026

Roth or traditional—which 401(k) option makes more sense for you? This side-by-side comparison helps you think through the tradeoffs based on your tax situation.

Compare Roth and traditional 401(k) options to see which may work better for your situation.

Thinking of volunteering in retirement? Some considerations.
08/06/2026

Thinking of volunteering in retirement? Some considerations.

For many, retirement includes contributing their time and talents to an organization in need.

Half of execs believe their skills will be obsolete in two years. The chair of the SEC thinks AI will spark a financial ...
08/04/2026

Half of execs believe their skills will be obsolete in two years. The chair of the SEC thinks AI will spark a financial crisis. What does such concern or uncertainty mean for your future and your financial strategy?

What do concerns or uncertainty about AI mean for your future and your financial strategy?

It’s possible to avoid these classic retirement traps, with a little preparation.
07/30/2026

It’s possible to avoid these classic retirement traps, with a little preparation.

Beware of these traps that could upend your retirement.

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