An Important Consideration for Spouses Inheriting an IRA

Audience: Investment Professionals

Rob Cirrotti, Director for Pershing Retirement Solutions, comments on the Supreme Court’s unanimous ruling eliminating bankruptcy protection for inherited Individual Retirement Accounts (IRAs).

The Second Annual Study of Advisory Success: A New Age of Client Communications and Client Expectations

Audience: Broker-Dealer, RIA

Study of Advisory Success defines what success means for advisors in today’s environment and highlights the most salient issues facing advisors. Pershing’s inaugural study found that the most successful advisors anticipate what will lead the next generation of advisors. This year’s study finds that successful advisors adapt to client communications and client expectations.

To Roth or Not to Roth? That is the Question

Audience: Broker-Dealer

Changes in recent years to the U.S. tax code not only broaden the appeal of Roth IRAs to high-net-worth investors, they also enable advisors to reach out to their clients and prospects with a potentially appealing wealth transfer strategy.