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SECURE incentivized retirement saving but added tax implications

10 hours ago0 comments
The passage of the SECURE Act in 2019 and SECURE 2.0 in 2022 incentivized people to save for retirement but added some tax implications that advisors and clients must consider when planning for the post-employment years. Read more
More Top Stories
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Monthly Focus: Annuity Awareness Month

Conning: Growing demand for in-plan annuities creates opportunity for insurers

The recent volatility of the stock market coupled with the aging baby boomer population nearing retirement has given rise to par..

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MORE MONTHLY FOCUS

  • Conning: Growing demand for in-plan annuities creates opportunity for insurers
  • 3 steps to mitigate financial risks in retirement
  • Annuity sales on steady ‘positive trajectory’ through 2027, LIMRA predicts
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From The Field

Expert Insight From Your Colleagues

  • Working with the LGBTQ+ market: 8 tips for success
  • Life insurance policy appraisals: debunking the three biggest misconceptions
  • The LGBTQ+ market: A rainbow of opportunity
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Washington Wire

Country's close brush with default exposed left/right extremes

When Alexander Hamilton, as the first Treasury secretary, starting in 1789, began issuing debt to borrow on the good name of the new government of the United States until now, there has never been a default on its loans. Instead, yesterday afternoon, X-date minus 2, President Biden signed into a law a compromise agreed to with House Speaker Kevin McCarthy to…

  • Congress to vote to save gas stoves
  • Debt limit deal gives Washington a blank check
  • Minneapolis Fed survey shows concern over price volatility, interest rates
  • Goss: Even with unemployment up, labor market still tight
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INN Magazine

Annuities hit nirvana moment – will it last?

Annuity sales are smashing all historic records as consumers flock to protection products. But game-changing federal regulation looms.

  • Turning millennials into millionaires — With Bryan Kuderna
  • NCOIL members fight for lead role in insurance regulation
  • The thrilling and terrifying power of AI — with Shelly Palmer
  • Lessons we can learn from New York
  • Unlocking the power of FIAs in a secure retirement plan

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INN Insider

Aetna reveals health care denial rates in Medicare Advantage court case for NYC retirees

Municipal workers retirees protest proposed changes to medical benefits at City Hall park on Feb. 14, 2022. The company submitted a petition on Tuesday to intervene in a lawsuit that New York City retirees filed against the city and Mayor Eric Adams in Manhattan Supreme Court last month. [ more › ]

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Advisor News

Learn the options about spousal Social Security benefits

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Annuity News

Image shows the Lincoln Financial logo

Lincoln Financial in settlement talks with ex-agent who sued over FIA returns

  • Annuity sales on steady ‘positive trajectory’ through 2027, LIMRA predicts
  • Venerable to recapture annuity blocks from Athene
  • Indexed, MYGA annuities set Q1 sales record, says Wink
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Health/Employee Benefits News

MetLife and Lyra Health expand access to workforce mental health solutions

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More Health/Employee Benefits News

Life Insurance News

Nationwide introduces cash-indemnity, linked benefit solution designed for two lives

  • After lagging, life insurance sales on the increase
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Property and Casualty News

Editorial: 10-state lawuit against flood insurance makes sense

  • 200,000 gallons of sewage quietly leaked in the Florida Keys — some during a hurricane
  • Take climate change into consideration
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Regulation News

New York attorney general suing Trump worried about 'lone wolf' attacks

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Top Read Stories

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  • Experts share networking tips for financial advisors
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Press Releases

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  • RFP #T01623
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  • Shae Lucabaugh Joins TBX® as Senior Director of Operations
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