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Retirement Financial Planner Designations for Financial Advisors

May 07, 2021

For financial advisors and wealth management professionals looking to specialize in retirement planning, a professional designation or certification is recommended.

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Why Secure Act 2.0 Should Fly Through Congress: Michael Finke

ThinkAdvisor
May 05, 2021

The Securing a Strong Retirement Act of 2021, popularly known as the SECURE Act 2.0 (a follow-up bill to 2019’s SECURE Act), is currently working its way through Congress, and experts including WMCP®

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A Second Look: Four Retirement Rules Of Thumb

Forbes
May 05, 2021

In financial planning, as with geographic navigation, having a general set of rules to follow is usually a good idea; however, when diving into specifics and more complex situations, those same rules may not always be applicable.

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Time to Reset: What You Need to Know About IRAs in 2021

May 03, 2021

In 2020, many Americans made unexpected changes to their long-term savings plans. As the country recovers, they are searching for guidance in resetting their IRA strategies.

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Biden's Tax Proposals Could Increase Life Insurers' Value

ThinkAdvisor
Apr 30, 2021

As the Biden administration attempts to shepherd its American Families Plan through Congress, many questions are being raised about how the government plans to pay for the programs outlined in the legislation, including a potential increase in capital gains taxes.

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Annuities Could Help the Service Industry: Idea File

ThinkAdvisor
Apr 29, 2021

Among retirees, a common worry is running out of money before the end of life—but another potentially damaging dilemma is having enough money and choosing not to spend it.

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Family Philanthropic Journey: The Road Not Taken

Apr 28, 2021

The following piece is taken from the April 2021 issue of Planned Giving Today, reprinted here with the publisher's permission.

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Episode 24: The American College of Financial Services’ Wade Pfau on Common Retirement Income Mistakes that Can Kill a Portfolio

401(k) Specialist Pod(k)ast
Apr 26, 2021

Retirement planning can be complex, and there are many factors that, left unaddressed, can threaten to torpedo even the most carefully-constructed portfolio of assets.

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Ed Slott To Advisors: Don't Make Changes Based On New RMD Guidance Yet

Financial Advisor
Apr 26, 2021

A new IRS publication has upended assumptions about how required minimum distributions (RMDs) from retirement accounts would work post-SECURE Act; however, many experts are cautioning advisors against making any hasty moves.

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Would a Higher Capital Gains Tax Be Trouble for Retirees?

ThinkAdvisor
Apr 26, 2021

Under the terms of President Biden’s infrastructure and social programs, any expansion would be paid for by an increase in the capital gains tax—an idea that has drawn mixed reactions from the financial services industry, especially from those working with retirees.

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