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Tax Planning is a Hot Topic Amid a Pandemic and a Looming Election

InvestmentNews
Jun 01, 2020

In the last installment of The American College of Financial Services’ webcast series "Financial Planning During COVID-19," faculty members at The College and leading experts in tax and retirement planning discussed financial

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529 Plans Suffered in Q1 but Continue to Evolve

ThinkAdvisor
May 29, 2020

The COVID-19 pandemic is impacting all sectors of the economy, and education funding is among them. While those with 529 college savings plans have been able to ride out the financial uncertainty for the moment, there may be more long-term issues to consider if these plans can be preserved.

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Finke, Blanchett on 4% Rule: Retirement Success is Flexibility, Not Fixation

ThinkAdvisor
May 29, 2020

As the COVID-19 pandemic continues to play havoc with the economy, retirement for many people is getting to be a dicey proposition.

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The CARES Act Allows You to Tap Retirement Savings—But Should You?

MSN Money
May 29, 2020

As the COVID-19 crisis continues, so does the ongoing debate over how advisors can get financial relief for clients hit hard by its economic impact. One well-publicized way is to take out retirement savings funds penalty-free through federal regulations like the CARES Act. But is it wise?

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Tax deductions

An Overlooked Deduction for Families Caring for Those with Special Needs

May 28, 2020

Are Capital Improvements Medical Expenses?

 

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The Insecurity of Social Security in Retirement Planning, Part Two

Forbes
May 26, 2020

In the first part of his new series examining Social Security, Steve Parrish, co-director of the New York Life Center for Retirement Income, said there was evidence Social

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Making a Difference in the Lives of Veterans Through Education

May 19, 2020

Since its establishment in 2011, The American College of Financial Services Penn Mutual Center for Veterans Affairs has handed out over 500 scholarships to deserving veterans and their family members, helping these pillars of our communities

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The Insecurity of Social Security in Retirement Planning, Part 1

Forbes
May 18, 2020

In a recently-released report, the trustees of America’s Social Security program say the fund may be running out of time on full-scale distributions. This is bad news for retirees or those soon to be retired banking on Social Security benefits to support their lifestyle.

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Optimizing Retirement Income by Combining Actuarial Science and Investments

Quantum
May 18, 2020

In the time of COVID-19, when so many Americans are looking to shore up plans for their retirement amid short-term financial worries, what are the steps advisors and clients can take to secure their legacy and optimize their income?

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