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Michelle Richter
Verified
Contributor, VettaFi Advisor Perspectives
New York
Beats
organisational development coaching psychologyOrganisational change management
Content
By Michelle Richter| VettaFi Advisor Perspectives Verified Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives. SECURE 2.0 contained a provision that gave favorable treatment to partial annuitization. The reason you haven’t heard about this is because those transactions cannot increase commissionable income. Increased transactional income, however, is not the only reason to educate an advisor on a law change.
By Michelle Richter| Plan Sponsor Verified As 2022 nears its close, many of us in the retirement income industry are planning for an eventful 2023. SECURE 2.0, a proposed package of retirement security legislation that would add enhancements to its sibling bill — the Setting Every Community Up for Retirement Enhancement Act of 2019 — enjoys wide bipartisan support; as such, many industry observers predict it may pass, just as its sibling did, attached to a year-end spending bill.
By Michelle Richter| VettaFi Advisor Perspectives Verified Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives. SECURE 2.0 contained a provision that gave favorable treatment to partial annuitization. The reason you haven’t heard about this is because those transactions cannot increase commissionable income. Increased transactional income, however, is not the only reason to educate an advisor on a law change.
Company Info
VettaFi Advisor Perspectives
Berlin, Berlin, Germany