Women seek retirement confidence after COVID setbacks
The pandemic has impacted women’s confidence in their retirement plans. Financial professionals can help their women clients get back on track to a secure retirement.
Client outcomes
To assist you as you help clients, we deliver clear, straightforward articles and resources. Our client-ready materials simplify timely, complex issues.
How to better support, build trust with, and understand your Black American clients
When it comes to financial planning, Black Americans often have to save more from less due to the persistent racial wealth gap and a variety of other systemic factors. Learn about ways you can better support your Black American clients and help them build for retirement now.
Ask the Specialist: Gifting and selling land and equipment can be tricky
There are many things to consider when gifting and selling land and equipment. Our specialist breaks down some FAQs to help you help your clients.
2021 RMD due dates aren’t the same for all 72-year olds – Avoid a costly mistake
In 2021, making sure folks who are 72 take their RMD at the right time has a small but important timing wrinkle that could cost a missed RMD penalty of 50% of the amount that should have been taken but wasn’t. Read more about some examples to this here.
Proposed SECURE Act 2.0 legislation could help millions of Americans in retirement
The pending Secure Act 2.0 legislation could create a lot of opportunities for retirement savers. Learn more as John Carter, Ramsey Alwin, and Eric Stevenson discuss what’s happening in the retirement space.
What’s new with retirement plans?
Multiple proposed legislation is currently out that could impact your client’s retirement plans. Learn more about what is in the legislation here.
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