Morning Memo
 
Wealth Management Morning Memo

JUNE 6, 2022

RETIREMENT PLANNING

'Stretch' IRA Rules May Be Tightened

Proposed IRS guidance would likely accelerate inherited IRA distributions for some beneficiaries.

FULL ARTICLE

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INSURANCE

Busting More Whole Life Policy Myths

What direct recognition is and what it’s not.

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REAL ESTATE

Sentiment Remains Strong for the SFR Sector

Exclusive WMRE research shows that investors expect strong demand from tenants will keep the single-family rental market on strong footing.  

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ETFS

Once Drafted by the Boston Celtics, Now He’s Leading a Quant Fund Firm

Dimensional Co-CEO Dave Butler describes his journey from professional basketball to preaching the power of efficient portfolios.

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