Archives for 2022
SECURE Act 2.0: Later RMDs, 529-to-Roth Rollovers, And Other Tax Planning Opportunities
The Setting Every Community Up for Retirement Enhancement (SECURE) Act, passed in December 2019, brought a wide range of changes to the retirement planning landscape, from the death of the ‘stretch’ IRA to raising the age for Required Minimum Distributions (RMDs) to 72. And nearly 3 years to the day after its predecessor was passed, […]
11 regulations that hit the planning industry in 2022
#FA Success Ep 313: Finding Rollover Opportunities By Specializing In Transitions After Layoffs, With John Stokes
Welcome back to the 313th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is John Stokes. John is the founder and CEO of John Stokes Financial, a hybrid advisory firm based in Irvine, California that oversees more than $400 million in assets under management*, for 1,800 client households. What’s unique about […]
Retire at 59? Here’s why Gen Z Americans think they can do it
7 enforcement trends and notable cases in 2022
2022 Highlights — The Top 22 Nerd’s Eye View Blog Posts You Might Have Missed
As 2022 comes to a close, I am once again so thankful to all of you, the ever-growing number of readers who continue to regularly visit this Nerd’s Eye View Blog (and share the content with your friends and colleagues, which we greatly appreciate!). This year has been challenging for many financial advisors as they […]
Secure 2.0 heads to Biden. Here’s what it means for retirees
4 deals by Emigrant, Prime Capital, Bluespring and LPL put $9B in motion
Weekend Reading For Financial Planners (Dec 24-25)
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that Congress appears poised to pass “SECURE Act 2.0”, a series of measures that will have significant impacts on the world of retirement planning. From gradually raising the RMD age to 75 to expanding opportunities to […]