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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
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Latest News

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February 12, 2021

IRI STATEMENT ON THE U.S. DEPARTMENT OF LABOR’S PROHIBITED TRANSACTION EXEMPTION FOR INVESTMENT ADVICE PROFESSIONALS

WASHINGTON, D.C. –  The U.S. Department of Labor announced today that a new prohibited transaction exemption for providers of investment…

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January 28, 2021

Insight January 2021

This month's IRI Insight issue features timely resources on new product innovations and tips to better connect with your clients...

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January 26, 2021

IRI CONGRATULATES DR. JANET YELLEN ON CONFIRMATION AS TREASURY SECRETARY

WASHINGTON, D.C. – The Insured Retirement Institute (IRI) issued the following statement regarding Senate confirmation of Dr. Janet Yellen as…

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