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next issue no. 13
In this edition of next, our cover story examines how the legislative and product landscape has evolved since the landmark passage of ERISA in 1974. We also look at what changed with the passage of the Pension Protection Act in 2006 and how managed accounts and guaranteed lifetime income are developing into the future of retirement planning in the U.S. Additionally, we explore the potential impact these developments can have on workers and retirees.
Any guarantees are backed by the claims-paying ability of the issuing company.
Annuity contracts and certificates are issued by Teachers Insurance and Annuity Association of America (TIAA).
The views and opinions expressed are for informational and educational purposes only as of the date of production/writing and may change without notice at any time based on numerous factors, such as market or other conditions, legal and regulatory developments, additional risks and uncertainties and may not come to pass. This material may contain “forward-looking” information that is not purely historical in nature. Such information may include, among other things, projections, forecasts, estimates of market returns, and proposed or expected portfolio composition. Any changes to assumptions that may have been made in preparing this material could have a material impact on the information presented herein by way of example. Past performance is no guarantee of future results. Investing involves risk; principal loss is possible.
This material is not intended to be a recommendation or investment advice, does not constitute a solicitation to buy, sell or hold a security or an investment strategy, and is not provided in a fiduciary capacity. The information provided does not take into account the specific objectives or circumstances of any particular investor, or suggest any specific course of action. Investment decisions should be made based on an investor’s objectives and circumstances and in consultation with his or her financial professionals.
Please note that this information should not replace a client’s consultation with a tax professional regarding their tax situation. Nuveen is not a tax advisor. Clients should consult their professional advisors before making any tax or investment decisions.
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