Policy & Legislation
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Retirement Readiness: Essential Milestones, Planning Strategies, and Risk Management for 2025
Retirement Readiness: Essential Milestones, Planning Strategies, and Risk Management for 2025
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U.S. Plans to Privatize Social Security: Implications, Concerns, and Expert Perspectives
The U.S. government is planning to privatize Social Security, shifting from a public pay-as-you-go system to individual investment…
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Retirement Withdrawal Strategies in 2025: Lower Safe Rates, Expert Insights, and Implications for U.S. and Canadian Retirees
In 2025, retirement experts are recommending a more conservative withdrawal rate of 3.7% due to lower projected investment…
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Major 401(k) Changes for 2025: Contribution Limits, Catch-Up Rules, and Automatic Enrollment
Significant changes to 401(k) retirement plans take effect in 2025, driven by the SECURE 2.0 Act. Key updates…
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Roth Catch-Up Contributions for High Earners: 2026 Rule Change Details
Starting in 2026, employees age 50 and older earning over $145,000 the previous year will be required to…
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The Era of Ever-Increasing Pension Benefits is Changing
The UK’s state pension system is undergoing significant changes in 2025, marking a shift away from automatic increases.…
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Senate Removes Pension Overhaul and Federal Worker Provisions from Megabill
Senate Republicans have removed proposed changes to federal employee pensions and worker protections from their budget reconciliation bill…
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Retirement Crisis Coming for Millions of Small Business Owners
A significant retirement crisis is emerging among America’s small business owners, with millions at risk of financial insecurity.…
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Dutch Pensions Overhaul: Moving Millions to a New System
The Netherlands is reforming its €1.8 trillion pension system, transitioning nearly 11 million people to a new defined…
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Jamie Dimon breaks with ‘idiots’ in Democratic Party, saying they ‘have big hearts and little brains’
JPMorgan Chase CEO Jamie Dimon publicly criticized the Democratic Party, characterizing many of its members as having “big…
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