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.

Make It Last

Participants must choose income products that meet their individual needs.
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.