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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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2020 Trends

How to Provide the Best Retirement Advice in 2020

Dec 03, 2019

Every decade brings change, particularly on financial fronts. For those planning for or entering retirement, the thought of change may be worrisome. Yet, with a strong financial advisor at their side, clients can take advantage of many opportunities in the years ahead.

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Social Security

Why Social Security Is So Vital to Retirement Planning

Dec 03, 2019

Social Security is a near-universal program, with 97% of all Americans between the ages of 60 and 85 either receiving benefits or scheduled to receive them.

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Annuities

How Annuities Can Increase Happiness in Retirement

Dec 03, 2019

A stable income is often the difference between living well and living in a state of perpetual worry. And this truth doesn’t change just because someone retires.

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