Retirement Planning

When the government reopens, a new House rule could raise the hurdle for legislation meant to encourage retirement savings.

WealthManagement.com asked several retirement plan industry leaders for their thoughts on the key events and emerging trends from 2018. Here are their thoughts.

Those who own the most equities don’t have a lot of time to recover before retirement, and are likely to sell into any rally.

It might be better to take the cash from mutual fund distributions.

Edmond Walters said he plans to help the firm employ technology more effectively.

Tax-smart Social Security guidance makes its way onto EQIS Capital Management’s TAMP for advisors.

Giants in their respective industries, the two firms are focused on developing lifetime income products and guiding financial behavior.