While retirement policy is always in flux, the outlook shaping up for 2025 is particularly dynamic.
From speculation about the potential for a third edition of the Secure Act and the possible elimination of Social Security taxes to a big debate about the Social Security Windfall Elimination Provision and Government Pension Offset, there’s a lot to consider.
Beyond the potential for new policy changes, a number of different rules and regulations that are already on the books will take effect next year, adding another layer of complexity for advisors and clients. Keeping on top of the changes won't be easy, but it is a surefire way to deliver added value to clients as they prepare for life after work.
See the slideshow for a review of seven big retirement policy questions that should be on every advisor's radar in 2025.
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