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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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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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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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The 2021 ThinkAdvisor IA25: David Blanchett, Michael Finke, and Ed Slott

ThinkAdvisor
Apr 23, 2021

The ThinkAdvisor 2021 IA25 Awards, recognizing advisors, experts, and leaders in financial services who are pushing the industry forward, is out now—and we’re proud to announce

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The Classic 60/40 Investing Strategy Could Now Be Working Against You

Money
Apr 21, 2021

Conventional retirement planning wisdom has long been to construct portfolios based on a 60/40 ratio: 60% equities, and 40% fixed income tools. However, this understanding may be changing in light of new financial planning realities.

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Vetting Annuities for 401(k)s is Not an Easy Task

InvestmentNews
Apr 21, 2021

What kind of support can guaranteed income products bring to 401(k) accounts and other retirement planning vehicles? Financial planning experts say the benefits could be numerous, but could also be much less secure in several years from now.

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Why It’s A New Day for Annuities in 401(k)s

Wealth Advisor
Apr 20, 2021

With the onset of the COVID-19 pandemic in early 2020, many Americans’ financial priorities shifted away from retirement planning in favor of more immediate concerns.

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Here's What's Wrong With Raising RMD Age to 75, According to Retirement Experts

ThinkAdvisor
Apr 16, 2021

As Congress debates the bill commonly known as the SECURE Act 2.0, many retirement planning and wealth management experts are decrying a portion of the bill that would raise the age for required minimum distributions (RMDs) from 401(k)s and other retirement accounts to 75 from the current 72.

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Voices: Rules of the Road for New Eligible Accredited Clients

Financial Planning
Apr 16, 2021

For clients of financial advisors who have become accredited investors in their own right, there are always potential pitfalls and complex regulations to work through.

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Financial Planning Lessons Regular Folks Can Learn from Professional Athletes

Kiplinger
Apr 15, 2021

Are professional athletes really just like us? While many involved in the world of sports may receive larger paychecks than the average American, they also face myriad financial challenges all their own: some familiar, and others distinct to their particular situation.

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