Saving for Retirement
Learn about traditional and new methods of saving for retirement, including products and ideas on how advisors can help clients save for retirement.
Jamie Hopkins on Secure 2.0: What's Overhyped, What's Interesting and What to Watch
By John ManganaroThe RMD age pushback is "not the most important provision" of the new law, the Carson exec says.
December 22, 2022
Senate Passes Secure 2.0 Act in Spending BillThe House is expected to pass the bill this week.
December 22, 2022
Secure 2.0 Act Needs a Fix: Jeff LevineThe section of the bill on changing the RMD age appears to contain a major drafting mistake, he says.
December 22, 2022
12 Life and Annuity Changes in $1.7T Spending BillThe bill has several provisions to make it easier to annuitize workplace retirement plan assets.
December 21, 2022
Rep. Neal Highlights 2 Important Parts of 'Historic' Secure 2.0 Act"We're on the eve, I hope, of passing very important legislation in the retirement space," he said.
December 21, 2022
How to Invest a Year-End BonusIt's the end of the year, and your clients are receiving their bonuses. How should they invest them?
December 20, 2022
10 Tax Questions Self-Employed Clients Might AskWhether your client's business is a side hustle or a main gig, they face some complicated tax rules.
December 20, 2022
The Year-End Planning Tip That Has Finance Profs TalkingMy colleagues at The American College shared a litany of ideas, but one strategy made everyone's list.