INSIGHT DECEMBER 2021

December 22, 2021

December 2021 | Issue 12

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.

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

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