Accelerating tax deductions and deferring income recognition are two primary ways to benefit from the political climate.
Brokerage firms, the group most affected by a rule delay, would likely put off big projects around adviser compensation and trimming investment products.
Indexed annuity distribution would have been upended in January, but a delay preserves the status quo.
The approach leverages relationships with property and casualty insurance brokers.
The firm touts added benefits of the arrangement, but some smaller-balance account holders will wind up paying more.
About 36% of advisers have worked with clients who were addicted or had family members addicted to opioids, according to a recent InvestmentNews survey.
Answers touch on how retirement plan advisers should treat certain disclosures about their status as well as recommendations for increasing plan participation and contributions.
Advisers should review the plan document and make sure they give participants the right to opt out of the re-enrollment.
The three-adviser group, from Alliant Retirement Consulting, specializes in retirement plans.
