Rich White

About the Author

Rich White

Writer and sales training consultant with 25 years of experience in the financial services industry, White is the author of "12 Steps to Your Personal Success in the 401(k) and Small Plan Market", the leading retirement plan sales program in the industry. You can reach him at 914-380-4522 or by email at richwhite8@yahoo.com.

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  Investing in major league sports

  By Rich White  |  June 13, 2013

  It might be a dream, but investing in a favorite team is not always a touchdown or home run for the client.

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  Munis and high-income senior tax planning

  By Rich White  |  May 29, 2013

  The municipal bond industry is concerned about a proposal to cap the value of tax-exempt municipal bond interest to 28 percent for high-income taxpayers.

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  Retirement plan advice needs more scrutiny

  By Rich White  |  May 23, 2013

  The GAO found that “the current rollover process favors distributions to IRAs” whether or not this is in participant’s interest.

• CFPB focuses on senior designations

  By Rich White  |  May 16, 2013

  The Consumer Financial Protection Bureau recently took aim at the one area in the investment/insurance world where Dodd-Frank law granted it jurisdiction – issues affecting older Americans.

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  What is a DB pension really worth?

  By Rich White  |  May 9, 2013

  “How much retirement income can I realistically count on from my pension?” is a relatively new question in the financial lexicon. Advisors are just starting to address it.

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  Municipal bond ETFs – a progress report

  By Rich White  |  May 8, 2013

  While long-term, tax-exempt mutual fund flows have turned negative (outflowing $1.3 billion in April), muni ETFs are on an asset-gathering roll.

• Underperformance for alternatives

  By Rich White  |  May 1, 2013

  The U.S. asset management industry is shifting its marketing muscle toward alternative investments and international equities.

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  Redeemable gold trusts will expand choices

  By Rich White  |  April 24, 2013

  Van Eck Global and Merk Investments have separately filed registrations to issue new “redeemable” gold trusts in ETF format.

• Loan withdrawal counseling

  By Rich White  |  April 17, 2013

  Counseling clients on the impact loans will have on retirement savings can be more effective than waiting on improvements from Congress.

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  Your “fiduciary IRA” opportunity – an FAQ

  By Rich White  |  April 15, 2013

  The industry is shifting its focus to anticipate and capture new opportunities triggered by the rule.