6 SECURE Act 2.0 Changes to Know in 2023 Countless retirement provisions will take effect in the coming years because of the act—here are the ones to take note of during your 2023 planning.

Bonds vs. Bond Funds: Which Reigns Supreme? Bonds play an important role in any well-diversified investment portfolio. But when it comes to buying individual bonds or bond funds, is one stronger than the other?

Liquid Alternatives: Is Now the Right Time to Invest? With economic uncertainty looming, are liquid alternative investments key to protecting your clients’ portfolios? As history shows us, these nontraditional investments might deserve another look.

The Self-Employed Need Retirement Plans: CPAs Can Help They come to us for business advice, so why not retirement advice? As the number of entrepreneurs grows, CPA firms can grow with them by providing needed personal financial planning advice.

Navigating the New Guidance on Qualified Plan Rollovers A new rule from the U.S. Department of Labor could create a regulatory landmine for investment advisors—here’s what to know.

Seven Strategies to Supersize Year-End Charitable Giving After record charitable contributions in 2020, the threat of increasing income and estate taxes should have advisors and their clients looking to maximize the tax benefits of their giving.

Annuities: Not Your Father’s Product Annuities used to be confusing, costly, and legally complex, but they’ve evolved into effective and versatile tools for retirement planning.

Surveying SPACs: A Skeptic’s Stance Special purpose acquisition companies are raising record amounts of capital, but are they worthwhile investments?

Why Life Insurance Needs to Be Part of Your Clients’ Estate Plans As tax exemptions are targeted, life insurance policies could offer high-net-worth individuals a different means for protecting their estates.