Browsing Tag
SECURE Act
124 posts
Most Consumers Still Baffled by Annuities
New quiz from Secure Retirement Institute shows majority of consumers are still baffled by annuities, which now have an easier path into retirement plans.
‘CARES 2’ Could Include More RMD Relief
RMD relief in next stimulus could ease required withdrawals. See what Congress may change and how it could affect 401k and IRA savers.
PCS, Envestnet Partner on Turnkey Planning Solution
Anticipating an increase in smaller businesses offering retirement plans to their workers as a result of the SECURE…
New Tax Planning Tool Helps Advisors Enhance Retirement Plans to Fit Client Goals
Allowing advisors to have deeper conversations with clients regarding different retirement plan tax strategies is the idea behind…
SECURE Act Subject of New CFP Exam Prep Resource
SECURE Act CFP Exam updates for July 2020 help candidates prepare with key changes, tips, and learning objectives for success.
Portman’s Push for a SECURE Retirement
Ohio Senator Rob Portman had more reason to celebrate than just about anyone when the SECURE Act, the…
12 Key SECURE Act Provisions
Many of the provisions of the SECURE Act will have a wide-ranging impact on retirement savings plans, and…
3 Critical Retirement Planning Themes in 2020
J.P. Morgan Asset Management released its annual Guide to Retirement with a conference call presentation on Tuesday. The guide examines…
Expanding 401k Access Highlights IRI’s 2020 Advocacy ‘Blueprint’
“Expand opportunities to save for retirement by enhancing access to, and features of, workplace retirement plans” is the…
SECURE Act Impact: 3% Reduction in Retirement Deficit?
SECURE Act Impact boosts retirement savings, cutting deficits up to 10% for U.S. workers, especially at smaller employers.