Retirement and wealth strategies expert Matt Sommer weighs in on pending legislation related to required minimum distributions.
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Janus Henderson’s wealth strategies programs seek to maximize advisors’ effectiveness with the families and individuals they serve by addressing their specific financial needs, issues and concerns. Topics include Social Security, tax updates, portfolio construction, retirement income best practices and wealth transfer techniques, many of which are eligible for continuing education credit or available as end-client presentations.
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Are you taking stock of last year’s many accomplishments? Retirement expert Ben Rizzuto talks about why you may want to share them with clients as well.
Difficult conversations may often occur when families gather for the holidays. Retirement expert Ben Rizzuto helps you prepare for three that really matter.
Retirement expert Matt Sommer explains why it’s crucial to help clients name a durable power of attorney and shows how to select the best agent.
How might recent Capitol Hill initiatives impact the ongoing retirement savings crisis? Wealth strategies expert Matt Sommer shares his legislative overview.
Retirement expert Ben Rizzuto shares why families should not make assumptions, and instead make sure the right questions are being asked about financial wants and needs.
Margin loans and non-purpose margin loans can be an important deductibility tool. Matt Sommer shares what investors should consider before taking the plunge.
Matt Sommer analyzes the results of a proprietary survey on the role of gender in the financial advisor selection process.
Retirement Director Ben Rizzuto discusses the approaches different companies are taking related to reduced corporate taxes as a result of the Tax Cuts and Jobs Act.
Matt Sommer discusses what differences advisors should be aware of when helping clients consider backdoor or mega Roth IRA options.