Don't miss October 12 webinar with Buck's Jeff Gabrione, CFA and Gallagher's Eric C. Elbell, CFA, CAIA, Kevin Schmid & Kelly Lazzara discussing the latest developments impacting investment portfolios, retirement plans, and fiduciary liability https://hubs.ly/Q023yNKq0
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Last week, the U.S. DOL published a final rule that updates the definition of an “investment advice fiduciary” under the ERISA. The rule aims to modernize regulations to be more in line with today’s retirement landscape. While primarily directed at financial service firms, the rule holds implications for plan sponsors as well. Attorneys Mark Smith and Karen Toth explain in our latest alert at the link: https://lnkd.in/e--2Z8A2
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Get to know our team—introducing Wes Hackney, CFP®. Wes co-leads the firm’s retirement plan services practice. He specializes in plan design, fiduciary oversight, 3(21) investment advice, and participant education. Learn more about Mr. Hackney: https://bit.ly/43LQXGJ #MariettaWealth #MariettaFinances #FinancialWellness #FinancialPlanning #WealthManagement #WealthAdvisor #BuildWealth #SavingMoney #FinancialAdvice #MoneyHelp #MeetOurTeam
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With the markets moving the way they are, fixed index annuity features can provide potential protection against market volatility and more. This number, from our partners at BlackRock, confirms it’s something consumers could be looking for to sure up their retirement income strategy. Read the full study here. http://ow.ly/7XyR104Q3rA #FIA #Annuities #BlackRock
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There are much better ways to plan for retirement, and eliminate market volatility, and risk. Income is the outcome that matters most in retirement. It’s not the size of your accounts. It’s how much income guaranteed you can pull off those accounts and make sure you never run out of money.
With the markets moving the way they are, fixed index annuity features can provide potential protection against market volatility and more. This number, from our partners at BlackRock, confirms it’s something consumers could be looking for to sure up their retirement income strategy. Read the full study here. http://ow.ly/7XyR104Q3rA #FIA #Annuities #BlackRock
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With the markets moving the way they are, fixed index annuity features can provide potential protection against market volatility and more. This number, from our partners at BlackRock, confirms it’s something consumers could be looking for to sure up their retirement income strategy. Read the full study here. http://ow.ly/7XyR104Q3rA #FIA #Annuities #BlackRock
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With the markets moving the way they are, fixed index annuity features can provide potential protection against market volatility and more. This number, from our partners at BlackRock, confirms it’s something consumers could be looking for to sure up their retirement income strategy. Read the full study here. http://ow.ly/7XyR104Q3rA #FIA #Annuities #BlackRock
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With the markets moving the way they are, fixed index annuity features can provide potential protection against market volatility and more. This number, from our partners at BlackRock, confirms it’s something consumers could be looking for to sure up their retirement income strategy. Read the full study here. http://ow.ly/7XyR104Q3rA #FIA #Annuities #BlackRock
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With the markets moving the way they are, fixed index annuity features can provide potential protection against market volatility and more. This number, from our partners at BlackRock, confirms it’s something consumers could be looking for to sure up their retirement income strategy. Read the full study here. http://ow.ly/7XyR104Q3rA #FIA #Annuities #BlackRock
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NEW VIDEO: When it comes to retirement accounts, many investors often fail to think about required minimum distributions. That oversight can lead to unnecessary tax burdens and other financial issues. In order to handle RMDs effectively, an understanding of the rules—and common errors people make—can be beneficial. Jason Weszka takes a look at some common errors here: https://lnkd.in/eW9AtCmb
