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December 2021  |  Issue 12
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Insight, the Insured Retirement Institute’s (IRI) monthly publication, was created to highlight our members’ content to benefit the entire membership as well as our financial advisor community.
 

This month’s IRI Insight issue features timely resources on the upcoming tax filing season and the ever-expanding role of the financial advisor.

Advocacy  |  Research  |  Education  |  Conferences  |  News  |  JOIN
Taxable and Tax-Deferred Savings

Discover how investments are taxed differently depending on what type of product an investor has in their portfolio.


Presented by Brighthouse Financial
Practice Pointers: ‘Tis the Season for Tax Scams

Three ways to help your clients avoid being victims of tax scams.


Presented by LPL Financial
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Time for the (Tax) Talk

Sweeping tax changes are potentially coming our way. Here are four key topics you should discuss with your high-net-worth clients – soon!

Presented by Lincoln Financial Group
Bigger Gifts to Charities, Bigger Tax Deductions in 2021

The latest piece on BlackRock’s Advisor Tax Center discusses how higher charitable deduction limits for 2021 allows you to donate more cash and increase your tax savings but donating securities can help you save even more.


Presented by BlackRock
Risk Reset – How Your Clients Manage Risk Can Make All the Difference

Global Atlantic examines how rising inflation, low interest rates, and falling bond values, along with stock market unpredictability, can wreak havoc on investors’ retirement savings. Learn how Risk Reset, an actionable program you can use with your clients, can help reset these risks.
Presented by Global Atlantic Financial Group
Stay Informed

Latest News

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December 22, 2022

“ONE STEP CLOSER”

Landmark Retirement Security Legislation Included in Federal Spending Measure  WASHINGTON, D.C. – The Senate approved comprehensive retirement security legislation as part…

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December 20, 2022

14 IRI-ADVOCATED PROVISIONS INCLUDED IN SECURE 2.0 LEGISLATION

Congress to Vote on Omnibus Appropriations Legislation with Retirement Language  WASHINGTON, D.C. – Among the major provisions of retirement security…

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December 20, 2022

STATEMENT OF THE INSURED RETIREMENT INSTITUTE ON THE INCLUSION OF SECURE 2.0 PROVISIONS IN OMNIBUS APPROPRIATIONS LEGISLATION

WASHINGTON, D.C. – The Insured Retirement Institute (IR) issued a statement by Paul Richman, Chief Government and Political Affairs Officer,…

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