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US House passes retirement bill in bipartisan vote

  • May 28, 2019

The House has voted 417-3 to pass the Setting Every Community Up for Retirement Enhancement Act of 2019, which would make changes intended to encourage Americans to save for retirement. Major provisions include removing obstacles to small businesses offering retirement plans and making it easier for plans to offer annuities. Continue Reading

Gen X, Gen Y drive change in advisory pricing models

  • May 13, 2019

Younger advisers and consumers are driving significant change in the planning profession and the compensation models it uses. Some firms are moving toward pricing models based on monthly subscription fees or hourly fees, for example, and away from an assets-under-management approach. Continue Reading

New AICPA survey reveals clients’ top retirement fears

  • March 18, 2019

Findings from new research surrounding CPA financial planners found that running out of money remains the top retirement planning concern for clients. Have your members read the full results. They’ll also get practical advice on how a well-thought-out financial plan can ease their clients’ worry. Continue Reading

How the Sec. 199A deduction affects retirement planning

  • February 21, 2019

The Tax Cuts and Jobs Act has created the Sec. 199A deduction, which could affect retirement-planning strategies used by business owners. For example, those who have income that is too high to qualify for the full deduction might want to contribute to retirement accounts to lower taxable income. Continue Reading