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“Equity and Fixed Income Investing” Presentation by Mark Wilson for the Spring 2022 workshop series

the IRS released its long-awaited SECURE Act proposed regulations for required minimum distributions, which include some big changes to the way most of us thought these payout rules would work.

The Proposed Regulations provide the best window into the IRS’s current thinking on a variety of issues.

When required minimum distributions begin, QCDs can reduce or eliminate the income tax on the RMD income — if the timing is right.

XY Planning Network is filing a series of two Petitions for Rulemaking to the SEC, to take up again the 2007 Proposed Rule and to modernize Section 208(c) of the Advisers Act.

NAIC leader touts increased protections; consumer advocates say measure falls short

In keeping with the times, it appears that the practice of cold-calling is out and using social and business networking platforms like LinkedIn is in.

Details regarding the series 7, 24, 63 and 65 license and exam.

Cut through the clutter to find what’s right for you

“Retirement Account Planning” Presentation by Michael Simon for the Spring 2022 workshop series