Retirement/DCIO

the-cares-act-changes-to-retirement-account-distributions-and-charitable-deductions.pdf
The CARES Act: Changes to Retirement Account Distributions and Charitable Deductions

The Coronavirus Aid, Relief and Economic Security Act of 2020 (“CARES Act”), which passed the House on March 27, 2020, and signed into law by President Trump brought the third COVID-19 stimulus package with provisions to offer financial relief to individuals and businesses through direct aid and changes to tax policy.

evaluating-credit-card-reward-programs.pdf
Evaluating Credit Card Reward Programs

Learn more about the benefits of credit reward programs while evaluating fees, cash back, travel protection and other options.

financial-spring-cleaning.pdf
Financial Spring Cleaning

It’s never too late to “spring clean” your finances. Learn tips from advisors on organizing important paperwork and refreshing your wealth strategy and mindset.

Improving_Defined_Contribution_Plan_Outcomes_with_fi360.PDF
Investment Insight: Improving Defined Contribution Plan Outcomes with fi360

Learn more about the Fi360 peer percentile ranking of an investment against prudent due diligence criteria.

Retirement_Tax_Postcard.pdf
Limitations on Benefits and Contributions in Qualified Retirement Plans

Download or request your copy of this convenient ready-reference sheet highlighting changes to tax reporting limits on qualified retirement plans.

mega-backdoor-401k-roth-contribution.pdf
Mega Backdoor 401k Roth Contribution

Read about the features of a combination 401k plan and Roth conversion and the reasons why a participant may want to utilize this plan feature.

raising-kids-to-be-financially-responsible-at-every-stage-of-life.pdf
Raising Kids to be Financially Responsible at Every Stage of Life

It’s never too early to teach children to be financially responsible. Learn about lessons in budgeting for children and young adults.

women-and-wealth-women-want-to-understand-the-risks-theyre-taking.pdf
Women and Wealth: More than Men, Women want to Understand the Risks they’re Taking

We polled several wealth advisors on the topic of women and risk. In this whitepaper, we provide their collective observations along with some supporting research.

women-and-wealth-retirement-catch-up.pdf
Women and Wealth: Retirement Catch Up

Women often outlive men and can be behind on retirement savings. Here are some strategies for women seeking to reduce the retirement savings gap.

women-and-wealth-retirement-planning-after-40.pdf
Women and Wealth: Retirement Planning after 40

While it is best to start preparing for retirement at an early age, read how women in their 40s, 50s, 60s and beyond can take steps to meet their retirement needs.