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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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Breaking Down the Financial Strength of Social Security

Yahoo! Finance
Apr 15, 2021

With the COVID-19 pandemic’s disruptions to the economy and traditional retirement planning, many older Americans are depending more and more on their Social Security benefits.

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How to Save for Retirement When You Don't Have a 401(k)

Consumer Reports
Apr 14, 2021

For many Americans saving for retirement, 401(k) accounts provided by employers are a primary pillar of retirement planning. But for those who don’t have access to these plans, what other alternatives exist that can help advisors set clients up for success in retirement?

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Retiring Soon? Why the Popular 4% Withdrawal Rule May Be a Bad Idea

CNBC
Apr 13, 2021

For many older Americans, retiring from the workforce in 2021 may seem like a good idea when faced with the current rebounding stock market and the prospect of long-term unemployment due to the COVID-19 pandemic.

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2021 Retirement Drawdown Strategies For High-Net-Worth Retirees

Forbes
Apr 12, 2021

In the shifting financial environment brought about by the COVID-19 pandemic, new regulations, and other factors, retirement drawdown strategies are having to be shifted up and down the income scale.

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True or False: You Can Be Denied Life Insurance if You Haven't Gotten a COVID-19 Vaccine

Money
Apr 08, 2021

In the uncertainty surrounding the ongoing drive for COVID-19 vaccination, some corners of the Internet abound in conspiracy theories about potential ramifications on clients’ finances: namely, that not having a vaccine will make it impossible to get life insurance.

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Ed Slott, The American College of Financial Services Launch IRA Planning Course for Advisors

ThinkAdvisor
Apr 08, 2021

Together with Ed Slott and Company and Professor of Practice Ed Slott, The College has launched a new program offering,

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2021 Retirement Drawdown Strategies For Low-Income Retirees

Forbes
Apr 07, 2021

With the current shifts in the economic environment for those at or nearing retirement, clients may be wondering how best to leverage their assets or to draw down their savings. The truth is that the best advice may change based on how much income clients have to work with.

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The American College of Financial Services Adds Ed Slott IRA Success Curriculum

Financial Advisor
Apr 07, 2021

The American College of Financial Services, in partnership with Ed Slott and Company, recently launched a new educational offering, Ed Slott and Company’s IRA Success.

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Outdated Rules Are Stifling Growth in Annuity Sales, Critics Say

Life Annuity Specialist
Apr 05, 2021

According to some in financial services, certain products and services in retirement planning are still failing to get much traction mainly because of old, outdated oversight rules that need revising in the modern day.

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