News Center

Filter By:

Why Annuity Demand Fell During the COVID Crash

Advisor Perspectives
Sep 15, 2020

In The College’s 2020 Retirement Income Literacy Survey, four out of five Americans at or near retirement age showed a lack of basic knowledge necessary for financial security.

Read More

80% of Older Workers Financially Illiterate: Survey

InvestmentNews
Sep 15, 2020

Advisors and experts have been warning for years that financial literacy in the United States is declining, and The College’s recent 2020 Retirement Income Literacy Survey results confirm this troubling

Read More

An Interview with Bob Pittman, CAP®

Sep 10, 2020

Written by Laurie P. Morrow, PhD, CAP®

 

Why do we wait till someone has passed away to honor them?

Read More
George Nichols III, President and CEO

Ten to Watch in 2021: George Nichols III

WealthManagement.com
Sep 09, 2020

Since taking over leadership of The American College of Financial Services in 2019 as its 10th President, George Nichols III has made an enormous contribution to defining the direction and role of The Co

Read More

College Financial Aid: What Parents and Students Need to Know Starting Oct. 1

The Wall Street Journal
Sep 07, 2020

The COVID-19 pandemic has turned everything in the financial sector on its head, and education planning is no exception.

Read More

The Annuity With a Tax-Planning Twist

Kiplinger
Aug 26, 2020

Among the many factors people at or near retirement need to build into their retirement plans are required minimum distributions (RMDs) from retirement accounts. If not handled wisely, the tax on RMDs can mean money lost at a time when clients can least afford it.

Read More

The DOL Addresses How Much Retirement Income a 401(k) Account Provides

Forbes
Aug 26, 2020

As part of the SECURE Act passed late last year, the U.S. Department of Labor (DOL) is requiring employers to disclose more information to their employees about what kind of income their saved 401(k)s and other assets will potentially provide them in retirement.

Read More

How to Create Income for Life

Kiplinger
Aug 26, 2020

Planning for retirement is a delicate balance between overspending and underspending with assets. Withdrawing too much can jeopardize long-term retirement stability, but in the same way withdrawing too little can leave money on the table clients or their families could otherwise have used.

Read More

Social Security “Haircut” Could Lift Annuity Sales, Professor Says

Life Annuity Specialist
Aug 25, 2020

Many financial experts are in agreement that if lawmakers in Washington don’t do something about Social Security benefits soon, those needed payouts to individuals at or near retirement could be cut to a fraction of their current levels.

Read More

Pages