Thus far, September has lived up to its billing as a weak month for stocks. And getting back into sustained rally mode may take some time.
This has been a year to test everyone. Advisers can help by knowing their clients’ concerns over financial risks.
The SECURE Act, for better or worse, might change perceptions around annuities.
The IRS has issued two private letter rulings (PLRs) dealing with fee-based annuities.