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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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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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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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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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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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Social Security: 8 Must-Know Facts About Your Benefits

Jul 14, 2022

With more and more retirees becoming dependent on Social Security income to get by, there are things everyone should know about their Social Security benefits.

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