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.
January 03, 2023
Monte Carlo Failures Aren't Plane CrashesDon't let your clients be misled by terrible analogies: Retirement planning "failures" are rarely cataclysmic.
December 30, 2022
Debate: How Helpful Is Secure 2.0 to Average Investors?Two professors debate whether the sweeping retirement law goes far enough.
December 22, 2022
Debate: Should Congress Crack Down on Crypto?Two financial experts argue whether stronger regulations on cryptocurrency would hurt or help ordinary Americans.
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.
December 15, 2022
Are Annuities Appropriate in a 401(k)?Now may be the ideal time for business clients to reevaluate the in-plan annuity option for 401(k) participants.