Browsing Tag
The American College of Financial Services
19 posts
Retirement Planning Anxiety Spikes One Month into Crisis
Over 59% of retirement advisors report that clients are more concerned about their retirement prospects than they were just a month ago, says a new survey.
Cares Act RMD, Early Withdrawal Waivers: A Closer Look
Learn how the 401k RMD Waiver 2020 helps retirees avoid penalties and manage withdrawals under the CARES Act.
Coronavirus Leads Clients to Contact Retirement Advisors, but Most Stay the Course
About two in three advisors say their clients have been more apt to reach out to them due…
‘Stretched’ Out: Adjusting to SECURE Act’s New 10-Year Rule
As of January 1, 2020, the “Stretch IRA” is officially dead as an estate planning tool as a…
What SECURE Act’s Annuity, Open MEP Provisions Mean for Advisors
Big changes are coming to 401(k) plans in 2020 thanks to last week’s whirlwind passage of the SECURE…
Potential Social Security Cuts Weigh Heavily on Advisors, Clients
Nearly half of financial advisors (46%) are worried about the Social Security program drastically cutting their older clients’…
Wade Pfau to Head RICP Designation at The American College
Wade Pfau, renowned retirement expert, appointed Director of RICP, enhancing retirement planning education at The American College.
Pop Quiz, Hotshot: Only 1 in 4 Older Americans Pass Financial Literacy Test
Only 26 percent of older Americans – with investable assets of at least $100,000 – were able to…
One Thing Advisors Wish 401(k) Savers Knew About Retirement
Retirement planning is often misunderstood. Advisors stress the need for early strategies, risk awareness, and professional guidance.