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401(k) Defaults Linked with Lower CARES Act Withdrawals

InvestmentNews

Nov 24, 2020

Many financial professionals agree one of the benefits of the CARES Act of 2020 has been the ability of 401(k) plan participants to take early withdrawals without penalty in order to compensate for income shortfalls in other areas.

Do Variable Annuities Belong in a Retirement Plan?

BenefitsPro

Nov 23, 2020

In resolving the puzzle of retirement income for many older Americans, some experts and advisors are examining the potential benefits and drawbacks associated with guaranteed-income products.

American Banker Podcast - Access Denied: Representation

American Banker Access Denied Podcast

Nov 23, 2020

Despite the fact that an increasing number of Black professionals are making their way into the financial services industry, many feel much progress remains to be made.

The Social Security Trust Funds, Explained

ThinkAdvisor

Nov 22, 2020

Many Americans at or near retirement are counting on Social Security benefits to be a major source of guaranteed income during their retirement years, but with the status of those benefits uncertain, people across the spectrum aren’t sure if they can count on the government to deliver.

Getting to the Medicare Finish Line

Kiplinger

Nov 20, 2020

Maintaining healthcare benefits is one of the primary concerns facing many Americans at or near retirement—and they shouldn’t assume it will be a smooth transition.

Using Cash Value Life Insurance for Retirement Income

Retirement Income Journal

Nov 19, 2020

For many financial professionals helping clients plan for a life in retirement, life insurance policies represent another potential tool in guaranteeing retirement income.

Learning Like a Champion

Nov 19, 2020

As a successful golfer on both the amateur and professional circuits, Lee Williams, WMCP^®, knows the hard work and perseverance it takes to build the skills needed to be a champion on the golf course.

U.S. Insurance Executives Seek to Fix Industry's Diversity Problem

Reuters

Nov 18, 2020

Many in the insurance profession are renewing their dedication to creating opportunities for professionals of color in the wake of 2020’s hard discussions about race in America. However, industry leaders say the place where most of the change has to start is from the top.

Here’s How to Get a Tax Deduction for Charitable Giving

Bankrate

Nov 17, 2020

Many older Americans look to give back through philanthropy in their retirement years, both out of a desire to help causes and communities dear to them and to potentially cut down on their tax bills.