Secure 2.0 Makes QLACs More Appealing
By Robert Bloink | William H. ByrnesSecure Act 2.0 has expanded the rules governing these types of longevity annuity contracts.
January 23, 2023
Debate: Should Non-Compete Agreements Be Banned?Our experts share their viewpoints on whether the FTC's proposed ban would be beneficial to companies and workers.
January 17, 2023
What Your Clients Don't Know About Longevity Could Hurt Their RetirementMost Americans don't know how long they can expect to live, on average. The ones who do are better savers.
January 17, 2023
How Secure 2.0 Expands Retirement Plan Hardship WithdrawalsThese new changes can offer an important source of liquidity for your clients in the face of unforeseen emergencies.
January 12, 2023
Debate: Who Benefits From Secure 2.0's Increased RMD Age?Our Tax Facts experts debate whether Americans will fully understand the pros and cons of delaying RMDs.
January 11, 2023
Stop Comparing Annuity Payout Rates to the 4% RuleMaking comparisons based on faulty assumptions could result in a retiree making a decision based on incomplete information.
January 09, 2023
So It's Time for Your Client to Tap Their 401(k). Now What?Clients are often in the dark about the options available for drawing down their retirement accounts.
January 05, 2023
Debate: Will the 'Rothification' of Catch-Up Contributions Benefit Taxpayers?Our Tax Facts experts debate whether this Secure Act 2.0 provision will help savers or just confuse them.