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The Motley Fool
December 3, 2010
Dan Caplinger
Don't Flub This Million-Dollar Decision Whether to take a lump sum or monthly payments from your pension can make or break your retirement. mark for My Articles similar articles
Registered Rep.
April 1, 2005
Kevin McKinley
In Praise of the Lump When a retiring client's employer presents him with a choice between a monthly pension check and a lump-sum payment, the choice is usually a simple one. Accepting the lump is usually the most lucrative choice for the client and the advisor. mark for My Articles similar articles
The Motley Fool
September 26, 2006
Selena Maranjian
How to Take Your Pension If you've got a pension, you're in the minority of workers today. Here are some tailor-made tips for you. mark for My Articles similar articles
The Motley Fool
July 15, 2009
Dan Caplinger
How to Make the Most of Your Biggest Opportunities Here's the best way to handle big money. To provide the income a pension would pay, you may be able to use a combination of an immediate annuity and dividend-paying stocks. mark for My Articles similar articles
On Wall Street
July 1, 2010
Gina Bolvin
Making A Strong Connection With Telecom Employees Often, early retirees are not aware of the steps they can take to tap income from their retirement plans before they reach 59 1/2. mark for My Articles similar articles
Registered Rep.
March 9, 2012
Mark Miller
Six Ways Pension Annuities Almost Always Beat a Lump Sum Even if a lump sum is a choice for your client, think twice before advising a client to take it. mark for My Articles similar articles
Financial Planning
February 1, 2013
George Yacik
Weighing a Pension Payout Take the money and run? It is a question advisors face as retirees get offered lump-sum bonanzas. mark for My Articles similar articles
Registered Rep.
July 21, 2010
Kevin McKinley
The Social Security Flip In the current economic environment one of the greatest challenges faced by financial advisors is how to boost income for retired, risk-averse clients. mark for My Articles similar articles
The Motley Fool
October 10, 2006
Dan Caplinger
Pension Protection or Pilfering? The recent changes to the laws governing pensions are just the latest example of why it's important to think carefully about the choices you have as you enter retirement. mark for My Articles similar articles
The Motley Fool
May 26, 2010
Dan Caplinger
Get the Most From Social Security The right decision is harder than you think. mark for My Articles similar articles
Financial Advisor
July 2011
Eric L. Reiner
Pension Cash-Outs Are Coming The trend spells opportunity for advisors. mark for My Articles similar articles
Registered Rep.
July 13, 2012
Mark Miller
Should Your Retiree Take the Lump Sum? Or Go with a "Pension Annuity?" Leon LaBrecque is one busy financial planner these days. He has been meeting with retirees from Ford Motor Co. and General Motors to help guide them through one of most important financial decisions of their lives: whether to accept a lump sum buyout of their pensions. mark for My Articles similar articles
The Motley Fool
October 24, 2006
Dan Caplinger
Get Income for Life: Part 2 Today's retirees can look forward to longer lives than their parents and grandparents enjoyed. With that longer lifespan, however, comes the need to save more. Different types of annuities offer different benefits and pitfalls. mark for My Articles similar articles
The Motley Fool
July 23, 2004
Roy Lewis
How Retirement Pays Off How do you plan to withdraw your retirement funds? mark for My Articles similar articles
The Motley Fool
October 27, 2009
Dan Caplinger
3 Tips for a More Secure Retirement You shouldn't need to worry about making ends meet. mark for My Articles similar articles
Registered Rep.
September 7, 2015
Kevin McKinley
Eight Outside the Box Risk Categories Here are eight outside the box situations that may signal it's time to take a more cautious approach to investing and allocating clients' assets. mark for My Articles similar articles
BusinessWeek
May 8, 2006
Toddi Gutner
Annuity Exit Strategies Thanks to a nascent secondary market, it is becoming easier to cash out your policy. mark for My Articles similar articles
The Motley Fool
December 16, 2008
Dan Caplinger
2009: End of the Road for Pensions? The final nail in the coffin for pensions may come from 2008's terrible stock market performance. mark for My Articles similar articles
The Motley Fool
February 24, 2009
Dan Caplinger
The Trend That Could Save Your Retirement One type of defined benefit plan, known as the cash balance plan, has gained growing popularity among employers wanting to do more for their workers. mark for My Articles similar articles
The Motley Fool
January 21, 2004
Robert Brokamp
Can You Count on Your Pension? Pensions are still underfunded, and the federal agency that backs them isn't looking too good either. mark for My Articles similar articles
Registered Rep.
June 1, 2012
Kevin McKinley
Goosing Returns by Reducing Taxes Take a look at your clients' 1040s to show how you can save them real money right now, and in retirement. mark for My Articles similar articles
Registered Rep.
December 1, 2006
Kevin McKinley
The Case For (and Against) Immediate Annuities Right now your retired clients face a number of conundrums as they search for reliable sources of income. Retirees looking for safe, predictable income can get a big boost from immediate annuities when compared to other options. mark for My Articles similar articles
Financial Planning
March 1, 2011
Donald Jay Korn
Pension Tension Old-fashioned pensions might be disappearing, but they haven't vanished. mark for My Articles similar articles
The Motley Fool
March 2, 2011
Dan Caplinger
Why Public Pensions Are Doomed Public-sector pensions will disappear in the near future. mark for My Articles similar articles
The Motley Fool
January 2, 2009
Dan Caplinger
How to Never Run Out of Money A relatively new twist on a traditional insurance product promises some relief for those looking to protect themselves from outliving their retirement savings -- but is it the best option for you? mark for My Articles similar articles
Registered Rep.
October 1, 2006
Kevin McKinley
Waiting Is the Smartest Part For clients with longer life expectancies and multiple sources of retirement income, delaying Social Security payments can provide a gain far greater than the pain of postponement. Here are three reasons why waiting can be worthwhile. mark for My Articles similar articles
The Motley Fool
September 27, 2006
Dan Caplinger
Pension Reform and You How might the Pension Protection Act affect your pension? mark for My Articles similar articles
The Motley Fool
January 26, 2011
Selena Maranjian
Pension Perils Take a Turn for the Better Your company might not stiff your retirement after all. mark for My Articles similar articles
The Motley Fool
August 25, 2010
Dan Caplinger
3 New Rules for a Richer Retirement The same old strategies won't work anymore. mark for My Articles similar articles
Registered Rep.
October 1, 2005
Kevin McKinley
Spend The Money and Have It, Too Here are ways to save your retiring middle-net-worth clients thousands more in after-tax income right now, plus save their families many times that amount in estate taxes. mark for My Articles similar articles
Investment Advisor
April 2006
Melanie Waddell
The Playing Field: Meeting the Need for Income A host of financial services firms are coming out with new products to help advisors protect their retirees' income streams. Here's a rundown of some of the companies' offerings. mark for My Articles similar articles
Financial Advisor
August 2010
Alan Lavine
A Good Fit Immediate annuities fit well in retirement income plans. mark for My Articles similar articles
The Motley Fool
July 8, 2004
Robert Brokamp
Retirement's Second Leg: Pensions How much retirement income can you expect from your company's pension plan? mark for My Articles similar articles
Registered Rep.
May 21, 2015
Kevin McKinley
Six Questions to Ask Before Rolling Over a Retirement Account Casually and carelessly moving all of the money from a client's 401(k) or 403(b) to a self-directed IRA can mean lost opportunities, higher taxes, and unnecessary costs to the client. mark for My Articles similar articles
The Motley Fool
February 24, 2004
J. Graham
Beware of Brokers Bearing Annuities Annuities may sound good, but their costs overwhelm their benefits. Stockbrokers and financial advisors love to sell annuities because of the high commissions they reap. My ex-broker sold one to me, and it has proven to be the most restrictive, highest-cost, least-liquid, and poorest-performing investment in my portfolio. mark for My Articles similar articles
The Motley Fool
December 4, 2009
Dan Caplinger
Big Investors Are Fleeing Stocks. Should You? Pension funds are moving to bonds. mark for My Articles similar articles
The Motley Fool
August 11, 2006
Dan Caplinger
Pension Reform and You A new law will change the way you save for retirement. Assuming that the act is signed into law, the Pension Protection Act of 2006 will provide savers with more options and greater assurance than the current set of incentives. mark for My Articles similar articles
Registered Rep.
November 16, 2010
Alan Lavine
Growth Opportunities: Immediate Annuities And Qualified Retirement Plans There's a window of opportunity for financial advisors to build business: They can use annuities available in 401k plans to help workers with their post-retirement income. mark for My Articles similar articles
Registered Rep.
January 1, 2007
Kevin McKinley
Immediate Annuities Equal Tax Rewards Thanks to a quirk in the tax code, using an immediate annuity may give your clients both higher income and lower taxes -- catapulting the after-tax return on an immediate annuity well beyond what is offered by other conservative fixed-income investments. mark for My Articles similar articles
Registered Rep.
May 16, 2013
Kevin McKinley
The Reluctant Retiree Clients who are financially ready to retire may still need some words of encouragement. mark for My Articles similar articles
The Motley Fool
November 2, 2010
Dan Caplinger
This Will Cause the Next Financial Crisis Pension funds are getting desperate, turning to risky strategies to make minimal cash. mark for My Articles similar articles
Financial Planning
January 1, 2010
Israelsen & Ferri
Is a Pension a Bond? Unsure how to value a client's pension or social security? Use the liability reduction model. mark for My Articles similar articles
The Motley Fool
September 8, 2010
Dan Caplinger
Where Retirees Can Find More Income Retirees need money, but guaranteed options have their drawbacks right now. mark for My Articles similar articles
The Motley Fool
September 23, 2009
Dan Caplinger
The Advice Older Investors Have Been Waiting For By considering a combination of these and other strategies, you can dig yourself out of whatever hole you're in and find a way to stay comfortable in your retirement. mark for My Articles similar articles
The Motley Fool
March 10, 2010
Dan Caplinger
This Strategy Will Save Your Retirement It's not just about income. Even retired investors can afford to invest a modest amount in growth stocks. mark for My Articles similar articles
Registered Rep.
November 14, 2014
Kevin McKinley
Tapping Annuities for an Early Retirement Annuities can offer nearly unlimited savings potential and unique benefits that can pique the interest of would-be early retirees. mark for My Articles similar articles
The Motley Fool
August 18, 2006
Roy Lewis
The Latest in Tax Laws Find out what new legislation means for your tax bill. Saver's credit made permanent... Non-spouse beneficiaries... etc. mark for My Articles similar articles
The Motley Fool
September 8, 2006
Ryan Popple
Beware the Botched 401(k) While 401(k)s offer more control and impressive tax benefits, they also chronically underperform managed pension funds. We are going to need our 401(k)s for our future financial security, and we have to do a better job of managing them. mark for My Articles similar articles
HBS Working Knowledge
February 17, 2014
Michael Blanding
Companies Detangle from Legacy Pensions Although new defined benefit plans are rare, many firms must still fund commitments to retirees. Luis M. Viceira looks at the pension landscape and the recent emergence of insurance companies as potential saviors. mark for My Articles similar articles
BusinessWeek
June 13, 2005
Nanette Byrnes
How the Garden State Dug a Hole Borrowing aimed at boosting the assets of New Jersey's pension plans went way awry. It's a lesson to governments everywhere. mark for My Articles similar articles