Investing for Life
Two weeks ago, we briefly discussed the IRS notice that offered relief to anyone who took a required minimum distribution (RMD) early in 2020—extending and expanding on a CARES Act waiver that gave people additional time to return that money to retirement accounts, penalty-free. Here’s a little more detail on …
In this issue: Labor Department Proposes New Fiduciary Rule on Rollovers Special Report: Indexing vs. Active Management Podcast: Dividend Stocks—Generating Income in a Low-Interest-Rate World Adviser Investments’ Market Takeaways
You may have heard about the …
In 2019, 57 million Americans worked a full- or part-time freelance job, a number that was trending upward even before the millions of layoffs caused by measures to curb the pandemic’s spread. So how do you start working for yourself in a way that sets you up for success? If …
What separates successful investors from the rest of the pack? Knowing how to anticipate and manage risk. It’s a skill that’s even more important when it comes to securing your family’s future. That’s why life insurance can be a cornerstone of any financial plan. Here’s a quick read on how …
Since it’s May 29, we thought we’d take the opportunity to discuss some of the benefits of 529 accounts (5/29, get it?). While colleges and universities ponder how, when and whether campuses will reopen in the fall, the one thing you can be sure of is that tuition discounts may …
In this issue: Special Podcast: Dan Wiener and Jim Lowell—Why Are Markets Rising in a Recession? A Word From Chairman Dan Wiener on Advisers and Payroll Relief Loans 529 Plans: A Smarter Way to Save for College? Adviser Investments’ Market Takeaways
Many of us are searching for ways, even small ones, to help those on the front lines of the crisis. What you may not know is that the federal government—as part of the multi-trillion-dollar virus relief bill, the CARES Act—tweaked certain rules to encourage giving to COVID-19-related causes and non-profits …
Uncertainty persists about when and if the economy and job market will return to normal—it’s left many people pondering (or being forced into) retiring sooner than they may have planned. Whether it’s a deeply personal decision or a suddenly imposed one, if you’ve found yourself wondering (or worrying) about retiring …
We’ve written a lot about the CARES Act in recent weeks; the $2-trillion Congressional relief act is packed with provisions that impact savers. Today, we want to touch on an aspect of the law that may be helpful for those whose jobs or businesses have been hurt by the virus—the …
Continuing to unpack the CARES Act, we will be reviewing one of the most-talked-about parts of the relief package—the provision to send direct payments to taxpayers either by direct deposit or by paper check. Here are four things to know about how this part of the bill is working: Eligibility: Congress …
Common Misconceptions About Buybacks and How They Impact Your Portfolio
We’re continuing to unpack the CARES Act for you with a look at another important provision, the Paycheck Protection Program (PPP). The PPP authorized the Small Business Administration (SBA) to distribute around $350 billion to banks to lend to small businesses, independent contractors and the self-employed. The SBA …
For many retirees, this may be the best news yet out of the current economic and market dislocations. Congress has passed a bill that says you don’t have to take required minimum distributions (RMDs) in 2020. In the $2-trillion CARES Act, Congress waived the RMDs that retirees typically must withdraw …
Adviser Investments' logo is a registered trademark of Adviser Investments, LLC.