Tag: retirement plan new legislation

What Advisers Should Know About RMD Rule Changes

A new research report out of the Wharton School suggests changes to required minimum distribution (RMD) rules might not have as big an impact in practice as many might expect, though one subset of clients seems likely to benefit the most from an older RMD age. 

House Democrats Introduce Pro-ESG Investing Bills

The lawmakers say their proposals to require more disclosure of environmental, social and governance information build on the proven principle that sustainable investing and profitable investing are not mutually exclusive.