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Retirement and Education Planning Sessions at AICPA Engage 2019

May 31, 2019

On June 10th and June 11th, Professors of The American College will be attending the AICPA Engage 2019 conference in Las Vegas, Nevada. Founded in 1887, the American Institute of Certified Public Accountants is the national professional organization of Certified Public Ac

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The QBI Deduction in Retirement Planning

Forbes
May 29, 2019

In his Forbes column, Co-Director of the Retirement Income Center at The American College of Financial Services, Steve Parrish writes about the Qualified Business Income or “QBI” deduction and how it can be used as a retirement planning solution.

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What to Ask Life Insurance Clients

May 22, 2019

As a life insurance agent, it’s important to look at the client’s situation to determine why they would need life insurance as part of any financial planning engagement or financial advisory relationship.

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Employer Offered Student Loan Repayment Assistance Programs

Megan Leonhardt, CNBC Make It
May 15, 2019

Ross Riskin, assistant professor of taxation at the American College of Financial Services met with CNBC to discuss student loan repayment assistant programs.

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Removing the Irrevocable Life Insurance Trust as the Default in Estate Planning

Apr 10, 2019

Life insurance in estate planning needs a fresh look. Instead of assuming the use of an irrevocable life insurance trust (ILIT) as the default estate planning approach, we should instead look at it as one of many ways of implementing a life insurance strategy.

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Wade D. Pfau Named RICP® Program Director

Press Release
Apr 09, 2019

Bryn Mawr, PA – April 9, 2019 – The American College of Financial Services today announced that Wade D. Pfau, PhD, CFA®, has been named Director of The American College’s leading Retirement Income Certified Professional® (RICP®) Program.

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6 Factors Affecting Actual Retirement Age

Apr 02, 2019

Retirement planning age assumptions often differ from individuals’ actual retirement ages. And this gap in time needs to be anticipated in the financial planning process.

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The Five Financial Fraud Languages to Listen For

Mar 19, 2019

Investment fraud constitutes a major problem in the United States.

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Contribution Limits on Your 401k for 2019

Barbara Whelehan, Bankrate
Mar 15, 2019

Access to a 401(k) plan is a boon for employees because this retirement vehicle affords the opportunity to make substantial annual contributions toward retirement.

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The Life Insurance Agent as Financial Planner

Mar 13, 2019

There are two major trends occurring with the insurance and risk management aspects of financial planning.

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