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Retirees, Make the Most of a Roth's Back Door

Jul 26, 2022

While new regulations on IRAs limit who can contribute to them and how much, a backdoor loophole allows some wealthier investors to still earn tax-free income.

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Blogs

Insights on Advisors’ Perceptions of Success

Jul 22, 2022

The American College Center for Women in Financial Services found in a July 2022 study that, among many other things, financial advisors’ success in the industry today depends heavily upon their own personal definitions of that success–and the differences between men and women are especially tell

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News

The Best Annuities for Income and Growth

Jul 22, 2022

Annuities continue to surge in popularity this year as many use them to guarantee lifelong streams of income in retirement. RICP® Program Director Wade Pfau says if you or your clients go this route, you may need to be careful about the type you choose.

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News

Does An Annuity Belong in a 401(k)?

Jul 22, 2022

Under the SECURE Act, Congress has encouraged companies phasing out employee pension plans to replace them with annuities–but should you or your clients take them? RICP® Program Director Wade Pfau says if you do, using group pricing might be a wise choice.

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News

Annuities Flew Off the Shelves in Second Quarter, LIMRA Says

Jul 21, 2022

Consumers’ appetite for annuity products increased dramatically in the second quarter of 2022, according to new data from a LIMRA survey. WMCP® Program Director Michael Finke says both market conditions and new products may be the reason why.

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News

Executive Director of Center for Special Needs Appears on “Speaking to Influence” Podcast

Jul 19, 2022

In this podcast episode, Joellen Meckley, Executive Director of the American College Center for Special Needs, speaks with host Dr. Laura Sicola about the Center’s mission and how to identify, mentor, and create content for communities in need.

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