SSU Summer Conference

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Date(s) - 07/18/16 - 07/19/16
All Day

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SSU Summer Conference

Don’t Forget About Taxes and Inflation

We’re pleased to provide this summary from a recent blog by Jim Koch, RMA®, founder and principal of Koch Capital Management, an independent Registered Investment Advisor (RIA). It includes RIIA®’s Household Balance Sheet℠ to help clients plan for retirement. You can read the full article here. The Silent Assassins Rarely do investors factor in the impact of taxes and … {...}

The Value of the RMA® – The Practitioner’s Viewpoint

At the summer conference, RIIA®’s own Joan Boros led a panel discussion focused on the value of the RMA® (Retirement Management Analyst®) designation. She was joined by Dan Keady, Senior Director of Financial Planning at TIAA, Manish Malhotra, President and CEO of Income Discovery, and Zach Parker, Vice President of Income Distribution and Product Strategy, Securities America, … {...}

Confused. Confounded. Exasperated.

These are the words most commonly used by pre-retirees when they start trying to understand and untangle the very complicated Social Security program. It is astounding that some 75% of all Social Security beneficiaries do not receive their optimal monthly payment. Instead, they claim too early, locking in a permanent, significant penalty and receiving reduced income for the … {...}

How Do You Know If You Are on Track?

Dana Anspach, CFP®, RMA®, founder of Sensible Money, LLC and About.com’s MoneyOver55 expert since 2008, shares excerpts from a recent newsletter to her clients about the differentiating value of the Retirement Management Analyst® (RMA®) designation. If you were thinking about competing in a race, perhaps a one mile run, it would be pretty easy to know if you were ready. You … {...}

Addressing Common Data Challenges for DOL Fiduciary Rule Compliance

When the Department of Labor’s new fiduciary rule went into effect on June 7, 2016, it signaled changes to the traditional advisory model from commission to fee-based compensation and will substantially change product fees and features. Many within the industry are scrambling to understand which approaches to take, whether they should comply, or just get out of the business. … {...}

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Aug 2016

The View Across the Silos ℠

The View Across the Silos

SSU Summer Conference

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News and Views

Don’t Forget About Taxes and Inflation

The Value of the RMA® – The Practitioner’s Viewpoint

Confused. Confounded. Exasperated.

How Do You Know If You Are on Track?

Addressing Common Data Challenges for DOL Fiduciary Rule Compliance

Summer Conference

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