Tag: Retirement Income

The Obligation to Save Social Security

With the recent passage of the Setting Every Community Up for Retirement Enhancement (SECURE) Act, advisers and other retirement plan service providers have an opportunity to build on their successful lobbying effort.
Art by Jackson Epstein

Investment Product and Service Launches

Lincoln Financial Group and Capital Group combine TDFs and annuities; Federated Investors, Inc. to rename brand and ticker symbol; and MSCI publishes principles of sustainable investing.

Art by Suharu Ogawa

How Home Equity Can Fuel Retirement Income

The illiquidity of home equity can make retirement income planning difficult for those with much of their wealth concentrated in residential real estate.

Annuities Are Potentially More Useful Today Than Ever

Anxiety about turning DC plan assets into a “lifetime retirement paycheck” in such a low-rate environment is keeping aging Americans in the workforce—including many who very likely have enough money saved to retire comfortably and don’t want to keep working.