Steve Parrish, J.D., RICP®, CLU©, ChFC©, AEP©
Steve Parrish is Professor of Practice and a Scholar in Residence at The American College of Financial Services, where he previously served as Co-Director of the Retirement Income Center. He was also recently an Adjunct Professor of Estate Planning and Interim Director of the Compliance and Risk Management at Drake University Law School. With over 45 years of experience as an attorney and financial planner, Parrish is an expert on retirement, estate and business owner succession planning.
He is a recognized industry authority, spokesperson and author serving as an ongoing contributor for both Forbes.com and is a contributing author to the 2024 e-textbook Retirement Plans and Retirement Planning. Parrish will be co-author of the upcoming 10th Edition of National Underwriter's Tools & Techniques of Life Insurance Planning.
He was the 2023 winner of the Kenneth Black Jr. Journal Author Award and has written for the Journal of Financial Service Professionals (where he is also an Associate Editor), Journal of Financial Planning and Hastings Business Law Journal.
Parrish has served as an expert source for such prominent media outlets as The New York Times, Wall Street Journal, CNBC, National Public Radio, InvestmentNews, Money.com, USN&WR, and AARP The Magazine. He has also served as an expert witness. In addition, he is a sought-after speaker for bar associations, estate planning councils and financial service industry meetings.
Website: www.theamericancollege.edu | LinkedIn
Latest articles by Steve Parrish, J.D., RICP®, CLU©, ChFC©, AEP©
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Early Retirement: How To Protect Your Hidden Retirement Asset
retirement Congratulations, you’re ready to leave the grind for early retirement. But even if your savings are rock solid, an early exit from your career puts one of your most important assets (and your wealth itself) at risk. Here’s what that is, and how to protect it.
By Steve Parrish, J.D., RICP®
retirement -
Tired of Pricey Life Insurance Premiums? 4 Ways to Manage a Policy When You Retire
life insurance Instead of canceling or letting your policy lapse, consider cashing it in, donating it or paying premiums another way.
By Steve Parrish, J.D., RICP®
life insurance -
Crypto in My 401(k)? In One Way It Makes Sense, But on the Other Hand …
cryptocurrency Don’t invest in Bitcoin or other cryptocurrencies in your 401(k) just because it’s cool. Deciding whether to include cryptocurrency in your qualified retirement plan depends on how you answer these three questions.
By Steve Parrish, J.D., RICP®
cryptocurrency -
SECURE Act Has Changed the Inherited IRA Rules
inheritance The IRS recently proposed a major change in the way inherited IRAs work for those subject to the SECURE Act’s 10-year rule. Inheritors need to be ready.
By Steve Parrish, J.D., RICP®
inheritance -
Retiring Early? A New IRS Rule Could Mean More Money in Your Pocket
retirement Those younger than 59½ can now withdraw more from IRAs, 401(k)s or other qualified retirement accounts without a 10% early withdrawal penalty. It’s all because the IRS changed how to calculate Substantially Equal Periodic Payments. But beware of the risks.
By Steve Parrish, J.D., RICP®
retirement -
Why Your New Social Security Check May Be Less Than You Thought
social security Watch out, because these three supposed “rules” about Social Security benefits may not actually apply to you.
By Steve Parrish, J.D., RICP®
social security -
Will It (My Home, My Life Insurance, Etc.) Be in My Estate?
estate planning This is an important question to ask, because the answer could tell you whether you need to worry about estate taxes, beneficiary issues or probate concerns.
By Steve Parrish, J.D., RICP®
estate planning
