Tag: tax optimization

Products November 6th, 2018

TaxHACKer Launches Retirement Solution

A new retirement plan support program from TaxHACKer seeks to simplify complex tax and pension codes to provide a streamlined solution to clients.

Products July 18th, 2018

LifeYield Announces Advantage Suite Software Update

LifeYield LLC has rolled out a fully updated edition of the LifeYield Advantage Suite software, featuring the firm’s proprietary Taxficient Score.

June 4th, 2018

Roth Conversions Part of the Tax Diversification Tool Belt

Under IRS guidance, participants can select to convert their entire pre-tax balance or a portion of it; they often have a lot of questions about the right amount to convert, and when to make the move.

THOUGHT LEADERSHIP
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Market Practice Innovation: Increased Efficiency and Impact in The Small Market

An excerpt from Ascensus President, David Musto's Keynote at PLANADVISER National Conference 2018

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The Rapid Evolution and Retirement Needs of American Small Business

An excerpt from Ascensus President, David Musto's Keynote at PLANADVISER National Conference 2018

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ESG Investing

An Interview with Jamie Bentley, SVP & National Retirement Sales Manager at PIMCO

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Women & Investing

An Interview with Jamie Bentley, SVP & National Retirement Sales Manager at PIMCO

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Map My Benefits

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Viability

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Balance Between Great Plans and Cost of Plans

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The HSA Opportunity: What Advisors Should Know

An interview with Steve Christenson, EVP at Ascensus

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Discipline and Consistency: The Case for Staying Invested for the Long Term

An interview with Kathleen Beichert, Head of Retirement, OppenheimerFunds

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HSA Myths and Misconceptions

An interview with Steve Christenson, EVP at Ascensus

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How to Invest in a Health Savings Account

An interview with Ryan Tiernan, Vice President of National Accounts at American Funds

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The Advisor’s Role – Defining Value in a Dynamic Market

An Interview with Bill Harmon, President of Retirement Corporate Markets, Voya Financial

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Challenges for the Modern Adviser

An interview with David Musto, President, and Bob Guillocheau, Chairman & CEO at Ascensus.

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Industry Trends – Consolidation, Technology and Client Solutions

An Interview with Bill Harmon, President of Retirement Corporate Markets, Voya Financial

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Health Savings Accounts: The Advisor Opportunity

An interview with Ryan Tiernan, Vice President of National Accounts at American Funds

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Who Should Use a Health Savings Account?

An interview with Ryan Tiernan, Vice President of National Accounts at American Funds

CITs: A Demonstration of Commitment and Experience
Sponsored by OneAmerica

MARKET MIRROR

Friday, the Dow tumbled by 460.19 points (1.77%) to 25,502.32, the NASDAQ gave up 196.29 points (2.50%) to close at 7,642.67, and the S&P 500 shed 54.17 points (1.90%) to finish at 2,800.71. The Russell 2000 was down by 56.49 points (3.62%) to 1,505.92, and the Wilshire 5000 lost 620.75 points (2.10%) to close at 28,909.49. The price of the 10-year Treasury note was up 27/32, lowering its yield to 2.436%, and the 30-year Treasury bond was up 20.32, lowering its yield to 2.869%.

WEEK’S WORTH: For the week ended March 22, the Dow was down 1.34%, the S&P 500 lost 0.77% and the NASDAQ declined by 0.60%. The Russell 2000 lost 3.07% and the Wilshire 5000 gave up 0.97%

Industry White Papers

How do you define great service? Understand the impact of service providers on retirement plan success
A Different Perspective on Sequence-of-Returns Risk Around Retirement Investors may have different retirement objectives, resulting in different risk priorities. One factor that often receives significant attention is sequence-of-returns (SoR) risk. This analysis evaluates the impact of SoR risk on target date investing.