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Estate Tax Changes Under Biden: Strategies for Affluent vs. Wealthy Clients

ThinkAdvisor
Feb 24, 2021

With a new political administration in office comes new priorities, and historical trends show Americans are likely to see changes in tax law.

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States Implement Best-Interest Standard for Annuity Sales

Annuity.org
Feb 18, 2021

Many states are updating their regulations on financial products to encourage professionals in the industry to take the best interests of their clients into account when offering them advice.

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The Pandemic Is Scaring Young People Into Buying Life Insurance

Money
Feb 11, 2021

The COVID-19 pandemic saw sweeping changes in how many groups of Americans handle their financial affairs.

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403(b) vs. 457(b): Retirement Savings For Nonprofit And Government Employees

Forbes
Feb 10, 2021

For those working in government jobs or in nonprofit organizations, the traditional 401(k) plan as a retirement savings account is usually replaced by alternatives, such as 403(b)s and 457(b)s.

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Voices: How to Handle IRA Beneficiaries Under the SECURE Act

Financial Planning
Feb 10, 2021

With the SECURE Act and its counterpart regulations changing the retirement planning landscape over the last year, many advisors and clients using IRAs and other financial products may need to reorganize and rethink their financial plans.

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Boola-Boola, Retirement Moolah

Retirement Income Journal
Feb 04, 2021

Many institutions are in the midst of restructuring their retirement plans for employees, using a mix of IRAs, benefit contribution plans, and other financial products and services to optimize their workers’ chances of having a comfortable retirement.

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The Case for Replacing Some Bonds With Annuities

The Wall Street Journal
Feb 04, 2021

While a diversified portfolio of stocks, bonds, and other financial products can be a positive boon for Americans who have not yet retired, recent low-yield realities mean they may want to consider changing some of those bonds and higher-risk products out for more guaranteed income.

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11 Money Moves to Make in the Decade Before You Retire

Kiplinger
Feb 04, 2021

For most people approaching retirement age, the ten years before they want to retire are the most critical in terms of preparation, from getting their affairs in order to visualizing and putting a long-term financial plan into action.

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The Year-End Relief Bill Revives A Retirement Income Planning Idea

Forbes
Jan 29, 2021

The Taxpayer Certainty and Disaster Tax Relief Act (TCDTRA) was passed at the end of 2020 to provide more needed relief for those across the country suffering from the COVID-19 pandemic, whether individuals struggling to make ends meet or small businesses in need of additional support.

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Do 401(k) 'Bridges' Help Retirees Maximize Social Security?

ThinkAdvisor
Jan 21, 2021

When considering strategies to successfully transition to retirement, when to take Social Security is one of the primary topics advisors and clients need to address.

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