Retirement Policy Update – Summer 2020
Aug 7, 2020 | Jon Vogler

In recent months, we’ve seen continued legislative efforts to address financial pressures stemming from the ongoing pandemic.
Retirement Policy Insights - Summer 2020
Jul 1, 2020 | Jon Vogler

Retirement Policy Update – Spring 2020
Jun 2, 2020 | Jon Vogler

Beyond the Setting Every Community Up for Retirement Enhancement (SECURE) Act and the Coronavirus Aid, Relief and Economic Security (CARES) Act, here is a list of some notable retirement-related bills introduced over the last several months.

Retirement Policy Insights – Spring 2020
May 14, 2020 | Jon Vogler
Retirees face difficult decisions. They have to decide how much to withdraw each year from their 401(k) plans and individual retirement accounts (IRAs), and face the risk of either spending too quickly and outliving their resources or spending too conservatively and consuming too little. In addition, they must consider how and when to draw down their Social Security retirement benefits, and how to invest their savings after retirement.
Legislative Update – Winter 2020
Mar 19, 2020 | Jon Vogler
Up until year end, 2019 had not been a particularly active year for retirement-related legislative initiatives — but the year ended with a flourish with the passage of the Setting Every Community Up for Retirement Enhancement Act (SECURE Act), the first major piece of retirement legislation since the Pension Protection Act in 2006.