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The SECURE Act: Two Experts on How it Affects You

Dec 30, 2019

Recently, Congress finally passed the long-anticipated “Setting Every Community Up for Retirement Enhancement” (SECURE) Act--a bundle of new rules for the financial services industry that could reshape the way people think about retirement and other money matters.

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The SECURE Act Changes the Way People Will Inherit Money: Are You Hit by the New Rules?

MarketWatch
Dec 29, 2019

The SECURE Act looks to be a game-changer for many retirees, especially in the area of inherited IRA accounts, which new regulations threaten to tax at a much higher rate than previously.

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You May Get a Tax Surprise if You Use This Account to Repay Student Loans

CNBC
Dec 27, 2019

As discussion of the effects and implications of the SECURE Act continues among financial professionals, a lot of attention is being paid to how the Act could potentially help those in higher education pay back their student loans.

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New Retirement Law Makes Big Changes to How You Save

TheStreet
Dec 21, 2019

Passed by Congress and signed into law by President Trump, the Securing Every Community for Retirement Enhancement (SECURE) Act is set to go into effect on January 1. How will this new law impact professionals in the financial services and their clients?

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Observations from the Brink of Retirement

Kiplinger
Dec 19, 2019

When it comes to planning your retirement, it’s not just business--it’s personal as well. That’s the take from David Littell, co-creator of our RICP® designation program, in his latest publication in Kiplinger.

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Accredited Investors, Tread Lightly

Kiplinger
Dec 19, 2019

Recently, some government agencies have talked about expanding the definition of “accredited” investors in the name of greater opportunity. But is this change as wise as it seems?

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The ‘Gotchas’ in Annuity Taxation

Forbes
Dec 18, 2019

Are you and your clients getting the most out of annuities? Chances are you might be leaving money on the table.

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Year in Review 2019

The Year That Was: 2019

Dec 13, 2019

This was a momentous year for The American College of Financial Services in many ways.

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The Merits of Charitable Lead Annuity Trusts

Penta | Barron's
Dec 10, 2019

Giving to a charity should be simple, but very often it is anything but for wealthy families looking to give back and create a legacy for future generations.

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401(k)

How a 401(k) Should Fit Into a Client’s Retirement Plan

Dec 03, 2019

More than 100 million Americans participate in a defined contribution plan, with most of those plans being 401(k)s.

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