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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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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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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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401K Contribution Limits for 2019

Barbara Whelehan, Bankrate
Mar 05, 2019

Professor of Taxation, David Littell, met with Bankrate to discuss contribution limits for 401(k) plans and IRAs. This article was originally published in Bankrate.

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2019 Roth IRA limits: Everything You Need to Know

Barbara Whelehan, Bankrate
Feb 22, 2019

Assistant Professor of Taxation, David Littell met with Bankrate to discuss Roth IRAs and more. This article was originally published in Bankrate.

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Repaying The HECM Loan Balance And Tax Issues

Forbes
Feb 13, 2019

This article was originally published by Professor Wade Pfau in Forbes.

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4% Rule Update

Wes Moss, InvestmentNews
Feb 04, 2019

Those of us who have been in the financial advisory business for years can sometimes take established rules of thumb for granted – so much so that the nuances of such guidelines may get lost.

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Recreating a Defined Benefit Plan

Advisor Perspective
Feb 04, 2019

This article was originally published in Advisor Perspectives.

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How Grandparents Can Help Pay for College

The Wall Street Journal
Jan 31, 2019

Assistant Professor Ross Riskin met with The Wall Street Journal to discuss 529 plans and how grandparents can help pay for college. This article was originally posted in The Wall Street Journal.

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Package Costs for HECM Reverse Mortgage

Forbes
Jan 30, 2019

The discussion of reverse-mortgage costs has several moving parts. Which type of cost combination to choose depends on how you plan to use the line of credit during retirement.

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