Skip to content
December 2021  |  Issue 12
IRI-Insight-Hero
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
2022AC-Ad-Insight-1220_2099093.png
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

See All News
March 7, 2024

IRI UNVEILS 2024 RETIREMENT SECURITY BLUEPRINT

WASHINGTON, D.C. – The Insured Retirement Institute (IRI) released its 2024 Retirement Security Blueprint with 33 proposals to enhance and…

Read more
March 5, 2024

IRI RELEASES UPDATED RETIREMENT SAVING AND INCOME HANDBOOK

WASHINGTON, D.C. – The Insured Retirement Institute (IRI) published an updated Retirement Saving and Income Handbook featuring new content and…

Read more
February 29, 2024

CALIFORNIA BECOMES THE 45TH STATE TO ADOPT NAIC BEST INTEREST REGULATION

90 Percent of U.S. Consumers Now Protected  WASHINGTON, D.C. – California became the 45th state to adopt a model National…

Read more
Scroll To Top