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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 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
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
The Motley Fool
February 24, 2009
Dan Caplinger
Stop Risking Your Life Savings In good markets and bad, you constantly face the same question: How much risk should you really take? 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
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.
November 1, 2005
Todd K. Ballenger
Trading Down to a Better Retirement Without preying on your clients' fears, you can use the concern over the real estate bubble to do something that financial advisors should have been doing all along: talk about real estate as part of the comprehensive investment plan. mark for My Articles similar articles
Registered Rep.
October 23, 2013
Kevin McKinley
Five Reasons to Keep a Life Insurance Policy Even a couple who seems to be financially-independent will find that an "unneeded" life insurance death benefit may actually come in handy down the road. mark for My Articles similar articles
Registered Rep.
November 29, 2012
Kevin McKinley
Getting Out of Health Care Limbo Many clients and prospects have already retired but are not yet eligible for Medicare. Here are their options for getting out of health care limbo. mark for My Articles similar articles
AskMen.com
March 18, 2001
Luis Rodrigues
Start Planning For Your Retirement mark for My Articles similar articles
BusinessWeek
September 17, 2007
Nanette Byrnes
Can Retirees Afford This Much Risk? Public pensions may have grown addicted to high-risk alternative investments. mark for My Articles similar articles
Financial Advisor
July 2008
David J. Drucker
Retirement On Hold With a shaky market, retirement plans must be rethought, modified and, hopefully, salvaged. mark for My Articles similar articles
Financial Advisor
October 2010
Steve Parrish
Time To Rebuild Financial advisors can help battered business owners plan for the future. 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
February 25, 2005
Robert Brokamp
5 Steps to Financial Triage What to do when life throws you a big-ticket curveball. 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
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
Registered Rep.
June 26, 2015
Mark Miller
When Retirement Comes Early Planners need to consider a range of more practical questions with clients weighing an early retirement. mark for My Articles similar articles
Registered Rep.
July 30, 2012
Kevin McKinley
Income Strategies for Early Retirees Those who stop working before reaching their "Golden Years" require a specific sort of assistance. mark for My Articles similar articles
The Motley Fool
April 19, 2007
Dan Caplinger
Raiding Your Retirement for a Down Payment Even though you should be cautious about using your retirement money to fund a down payment on a home, there are still some situations in which it makes sense to use retirement funds as a source of liquidity. mark for My Articles similar articles
Investment Advisor
June 2007
David Juliano
A Win-Win Retirement Plan Nonqualified benefit plans are great opportunities for executives who have maximized their qualified plan contributions. These benefit plans are also attractive recruiting and retention tools for employers. mark for My Articles similar articles
The Motley Fool
December 10, 2008
Dan Caplinger
The Easiest Returns You'll Ever Find You do have some control over one part of your retirement support system. When you decide to take Social Security will greatly affect how much money you and your loved ones receive throughout your golden years. mark for My Articles similar articles
The Motley Fool
December 31, 2004
The Reverse Mortgage Lowdown You can sell your home but stay in it -- sort of. A reverse mortgage allows you to convert the equity in your home into a lump-sum payment, monthly income, or a line of credit. mark for My Articles similar articles
AskMen.com
Michael Estrin
How to Determine What You Can Afford Financial tips on determining what big-ticket items you can afford to buy. mark for My Articles similar articles
The Motley Fool
December 22, 2006
Chuck Saletta
You Can Take It With You With pensions giving way to self-managed retirement accounts, your financial future really is in your hands. mark for My Articles similar articles
The Motley Fool
July 20, 2010
Dan Caplinger
Do This to Make Your Money Last a Lifetime Tips to making your assets last longer in retirement. mark for My Articles similar articles
The Motley Fool
October 20, 2006
Dan Caplinger
Are You a Bad Investor? Learning about investing and financial planning isn't always easy, but it's part of being a responsible adult member of society. Workers owe it to themselves to take advantage of the numerous options at their disposal to help them make the most of their savings. mark for My Articles similar articles
Commercial Investment Real Estate
Mar/Apr 2008
Christopher G. Hurn
SBA Solutions In the hyper-competitive commercial real estate marketplace, successful brokers and agents can utilize a relatively little-known financing source to help clients secure the ideal property for their needs, the Small Business Administration 504 loan program. mark for My Articles similar articles
Financial Planning
July 1, 2009
Ed Slott
Rare Victory The U.S. Tax Court ruled recently that a 72(t) payment plan was not modified when the IRA holder took an additional distribution for education. This decision may give IRA owners some much-needed flexibility if they need more funds for certain purposes. mark for My Articles similar articles
Registered Rep.
January 28, 2015
Kevin McKinley
Early Retirees Should Make the Most of Their Mortgages Ignoring this portion of a client's financial picture could mean less flexibility, and more money going toward taxes -- especially for those who would rather retire sooner than later. 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
The Motley Fool
September 17, 2004
Roy Lewis
Retirement Loans: Is the Interest Deductible? Make sure that you think things through before you decide to borrow against your plan. mark for My Articles similar articles
Financial Planning
September 1, 2005
Roccy DeFrancesco
The 1% Solution Here's a new way to monetize real estate while still paying interest on a mortgage. mark for My Articles similar articles
The Motley Fool
May 21, 2004
Roy Lewis
Pension Loan Breaks Tax law permits a few breaks on loan interest for those borrowing against their future. 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
Financial Planning
August 1, 2007
Len Reinhart
Role Reversal The financial planning industry will have to meet the challenge of creating and managing portfolios that outlive their owners, provide inflation protection and guarantee financial peace of mind in the retirement years. mark for My Articles similar articles
The Motley Fool
April 27, 2011
Chuck Saletta
Raiding the Future to Pay for Today If forced to tap your nest egg early, try to do it efficiently. If a 6% to 7% draw on your retirement money is enough to close your cash flow gap, you may want to consider preferred shares. mark for My Articles similar articles
The Motley Fool
March 2, 2010
Dan Caplinger
The Wrong Way to Fix Your 401(k) Taking money out to invest the way you want isn't the right answer. mark for My Articles similar articles
Financial Advisor
October 2005
Jeffrey Rattiner
Mining The 1040 Here is a sampling of the types of information that can be found when analyzing a 1040 from a financial planning perspective. mark for My Articles similar articles
AskMen.com
Terence Channon
Must-Have Long-Term Savings It may seem like some of these financial ventures are much too far in the future to worry about right now, but if you want to reach your financial goals, these must-have long-term savings are the only way to get there. mark for My Articles similar articles
Investment Advisor
August 2009
Tere D'Amato
Expert's Corner: Time to Talk Insurance Advisors should make sure clients' insurance portfolios are in great shape because they may need them now more than ever. mark for My Articles similar articles
The Motley Fool
December 2, 2009
Dan Caplinger
Will This Move Save You From the Next Crash? Employers are adjusting 401(k) investments, but you still have to be careful. Employers clearly want to protect themselves from any potential allegations that the target funds they have within their plans mislead workers. mark for My Articles similar articles
On Wall Street
January 1, 2013
Mira Fine
Tax Tips for Business Owners What advisors can still do to protect business owners assets even though last year is gone. 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
October 1, 2008
Richard K. Fullmer
Reducing Retirement Risk How should retirees configure their portfolios for the long term, while not exposing themselves to inappropriate risk? mark for My Articles similar articles
The Motley Fool
February 2, 2010
Dan Caplinger
This Dumb Move Could Kill Your Retirement After having gotten burned by the bear market, public pension funds are doing the financial equivalent of betting it all on red -- and the consequences could be devastating for the millions of public employees who are counting on them for their retirement. 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
January 19, 2010
5 Reasons Your Taxes Might Change When it comes to taxes, there's always more to learn. Let us help. 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