Taxes in Retirement: 5 Things Your Clients Need to Know
By Joe ElsasserThere are many opportunities to make your retired clients look "poor on paper" if you know where to look.
March 15, 2021
American Academy of Actuaries Adds Diversity, Equity and Inclusion Web PageAn Actuary Voices podcast on the page presents Annette James, chair of the Health Equity Work Group.
March 12, 2021
The Future Can Be Female: Starting the Finance CEO Pipeline EarlierTake it from the men who grew up playing computer games: The path to the C-suite needs to start in childhood.
March 12, 2021
How the $1.9T Stimulus Package Benefits College StudentsThe American Rescue Plan includes benefits for student loan borrowers and non-borrowers.
March 12, 2021
How Low-Volatility Stocks Can Enhance a 60/40 Retirement PortfolioA "quality low-volatility" strategy may be especially useful for clients who want to boost returns without increasing their equity allocation.
March 12, 2021
Unlocking the Benefits of a Reverse Rollover StrategyMoving funds from an IRA to a 401(k) can help some clients avoid RMDs — or withdraw their money earlier.
March 12, 2021
First COVID-19 Wave Hit Preferred Insureds Hard: Work GroupIn one region, in April, the odds of insureds dying were more than twice as high as the normal odds.
March 12, 2021
CI Financial to Buy $2.5B RIA in New YorkSince entering the U.S. market in early 2020, Canada-based CI has made 15 acquisitions.