June 21, 2022
Debate: Should 401(k)s Offer a Social Security 'Bridge' Option?Requiring plan sponsors to facilitate this strategy would benefit workers but would be complicated to implement.
June 16, 2022
Can This Annuity Rider Help Your Client Through Rough Markets?A GLWB allows clients to remain invested in the market while locking in a guaranteed retirement income stream.
June 10, 2022
Debate: Should the Tax Break on Small-Business Stock Be Scaled Back?Two professors discuss cutting the capital gains tax exclusion from 100% to 50% for high-income taxpayers.
June 10, 2022
Can a Reverse Rollover Reduce Your Client's Tax Bill?A reverse-rollover strategy can allow clients to minimize taxes on Roth conversions or avoid RMDs.
June 06, 2022
Debate: Are Lifetime Income Illustrations Helpful?Two professors discuss the Secure Act's requirement for plan sponsors to illustrate retirement savings as an annuity.
June 04, 2022
For Businesses That Missed CARES Act Tax Credit Deadline, It's Not Too LateSmall-business owners have up to three years to retroactively claim the employee retention tax credit.
May 31, 2022
Annuity Payout Rates Are on the MoveVariation in MYGA rates has spiked in the past few months, increasing the benefit of shopping around.
May 25, 2022
Debate: Should the U.S. Spend More to Fight COVID?Two professors discuss the need for more money to combat an anticipated coronavirus surge in autumn and winter.
May 24, 2022
Cryptocurrency Is Portfolio KryptoniteCryptocurrency meets none of the three criteria needed to add it to a portfolio, new PGIM research finds.
May 19, 2022
Stock Selloff May Be Entering a New PhaseThere's growing evidence that, while interest-rate worries have mostly played out, a new fear is in the driver's seat.