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News & Blog

Our expert faculty are frequent contributors to consumer-based media as well as to more scholarly academic publications. Keep current with recent developments in the retirement income planning field and check out the latest articles from the thought leaders who are part of the The American College New York Life Center for Retirement Income.

Tax Law: Everything Advisers Need to Know About the Pass-Through Provision

January 12, 2018
By:
Greg Iacurci

The new tax law's provision on pass-through entities could provide substantial tax savings to both financial advisers and clients this year. However, the rules are complex enough to make even an accountant's head spin. Here's a breakdown of the rules to help advisers understand the law's impact.

Should Tax Reform Change How You Save for Retirement?

January 11, 2018
By:
Maryalene LaPonsie

It's the most sweeping tax reform enacted in decades, but don't expect the Tax Cuts and Jobs Act to significantly change how you save for retirement. In particular, those planning to convert money from a traditional to a Roth account should carefully consider the tax implications.

Tax Reform Changes To Recharacterizations And Roth IRA 2018 Contribution Limits

January 4, 2018
By:
Jamie Hopkins

While the tax cuts and changes might have a big impact on government program cuts to Medicare, Medicaid, and Social Security in the future and might also significantly impact how people save, spend, and invest money, only a few direct changes were made to retirement planning laws.

Blue Duck’s New Portal Capitalizes on Advisors’ Move to Wealth Management

January 4, 2018
By:
Ed Silverstein

Wealth management training appears to be growing in popularity as evidenced by a new portal from Blue Duck Wealth Management. This month, Blue Duck launched a feature that gives financial advisors improved access to the resources on its platform.

New Tax Law Favors Charitable Giving from IRAs

January 3, 2018
By:
Greg Iacurci

InvestmentNews has asked readers to submit their tax questions. Jamie Hopkins, associate professor of taxation at the American College of Financial Services, offers guidance.

Interview with Jamie Hopkins: Financial Tips

December 31, 2017
By:
Erin Coleman

Professor Jamie Hopkins discusses financial tips on NBC Philadelphia.

Tax Reform Is Here: 4 Moves To Make By End of 2017

December 23, 2017
By:
Jamie Hopkins

Tax law changes are here. On Friday December 22, 2017, President Trump signed the bill, with most of the provisions taking effect in 2018. That leaves little time for tax planning with the holidays and two weekends before the New Year.

Why Not Put Financial Gifts Under the Tree This Year?

December 22, 2017
By:
Ed Leefeldt

Here are a few practical financial ideas to put on your holiday season list. They probably won't make your kids happy -- at least right now -- but they do make financial sense for the whole family.

4 Reasons To Start Using A Roth IRA In 2018

December 21, 2017
By:
Jamie Hopkins

If you want a more secure financial future and retirement, it is time to consider using a Roth IRA. Unfortunately, most people don’t. Roth IRAs remain a vastly underutilized retirement savings and investment vehicle. Instead, most people tend to rely on a traditional IRA or 401(k) account.

Tax Bill Impacts Provisions of ERISA Plans

December 21, 2017
By:
Lee Barney

The tax bill currently awaiting President Trump’s signature does not fundamentally change the tax breaks retirement plan participants receive, according to a law alert that The Wagner Law Group issued. However, the Tax Cuts and Jobs Act does make some changes to ERISA plans, including 529 college savings plans, and nonqualified deferred compensation (NQDC) plans.

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