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Location: Categories / Finance & Investment / Retirement Plans

Magazine articles on retirement plans, pensions, and planning.
Old Articles: <Older 1921-1930 Newer>
Registered Rep.
October 10, 2014
Mark Miller
Healthcare Inflation is on the Mend Tame healthcare inflation is good news for your retired clients. mark for My Articles 471 similar articles
Registered Rep.
September 26, 2014
Mindy Diamond
Take the Sunset Package or Sell the Business? For employee advisors, exploring your firm's sunset program might be a sound way to face retirement. mark for My Articles 1700 similar articles
Registered Rep.
August 27, 2014
Kevin McKinley
One Lump Sum or Small Payments? "Should I take my pension in monthly payments, or roll the lump sum over to an IRA?" It's a common question you may get from retiring clients. mark for My Articles 584 similar articles
Registered Rep.
August 22, 2014
Mark Miller
Retiring Overseas Suzan Haskins and her husband Dan Prescher became experts on living abroad by doing it themselves. they wrote a book called The International Living Guide to Retiring Overseas on a Budget. mark for My Articles 105 similar articles
Registered Rep.
July 11, 2014
Mark Miller
Retirement Benefits and Same-Sex Couples One year after the Supreme Court struck down restrictions on recognizing same-sex marriage, the landscape for spousal rights to retirement benefits has changed. mark for My Articles 224 similar articles
Registered Rep.
June 17, 2014
Alan Lavine
Who Should Buy an Income Annuity? Pre-retirees looking to secure future income might be attracted to deferred income annuities, and indeed sales of the policies are accelerating. mark for My Articles 776 similar articles
Registered Rep.
June 13, 2014
Mark Miller
Can Older Unemployed Workers Salvage Their Retirement Plans? Nothing throws a financial plan off course like unplanned unemployment in the years leading up to retirement. Plenty of plans have been derailed in the aftermath of the Great Recession. mark for My Articles 1137 similar articles
Registered Rep.
May 9, 2014
Mark Miller
Fund A Business With a 401(k)? Any new business is a risk. But Jan and Chuck Morris financed theirs with a little-known transaction called rollover-as-business-startup. mark for My Articles 481 similar articles
Registered Rep.
April 24, 2014
John Kador
REP. Index: Retirement and Social Security What the numbers say about Social Security recipients then and now. mark for My Articles 377 similar articles
Registered Rep.
April 16, 2014
Kevin McKinley
RMDs: Take Out or Pay Up There may be several advantages for clients who wait to withdraw money from their retirement accounts -- up to a certain point. mark for My Articles 703 similar articles
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