I have to say it is a work in progress, since we both have had a lot of different retirement accounts from a lot of different jobs over the years (more on that below). As I figure out what to do with this wealth (no pun intended) of retirement plan account statements, I am looking ahead to a new administration, and, as a retirement editor, I am focused on what we can expect looking to the future, and more specifically, 2025.
Here are some of the big retirement industry stories that I’ll be carefully watching this year.
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