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
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
These Were the Best Trades in 2022What worked most this year was a long-inflation strategy, tied to the Fed's most aggressive policy tightening in four decades.
December 22, 2022
12 Financial Advisor Designations That Can Boost Your CareerHaving any of these widely recognized professional designations will boost your credibility with clients and prospects.
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
Private Jet Costs, Sketchy Deductions Among Red Flags in Trump TaxesHis returns include $126.5 million in write-offs over five years tied to sales from an entity that didn't appear to be selling anything.
December 20, 2022
Here's What Makes an Annuity 'Optimal' for ClientsStrategies that balance key behavioral and economic issues will likely provide the greatest benefit to retirees.
December 16, 2022
Why RIAs Can't Ignore Direct Indexing in 2023The use of direct indexing helped advisors achieve meaningful tax savings for clients during a volatile 2022.