How might recent Capitol Hill initiatives impact the ongoing retirement savings crisis? Wealth strategies expert Matt Sommer shares his legislative overview.
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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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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.
Matt Sommer discusses changes to employer-sponsored retirement hardship distribution rules in a recurring Q&A series.
Ben Rizzuto shares how recent tax-reform legislation included key changes that could impact how your clients choose to spend their educational savings.
The average American has 130 online accounts that can contain financial property and assets. Learn how to prepare your clients for their digital legacy.
Matt Sommer shares why investors should look beyond yield and ensure it is not the sole focus of a retirement income strategy.