Browsing Tag
The American College of Financial Services
18 posts
Cares Act RMD, Early Withdrawal Waivers: A Closer Look
Required minimum distributions for 401ks and IRAs will be waived in 2020, and 401k participants would be allowed…
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
In a move that should come as little surprise to anyone familiar with Wade D. Pfau, Ph.D., CFA,…
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 401k Savers Knew About Retirement
401k plan participants are generally clueless about the amount of money they’ll need to retire comfortably, and advisors…