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Simplify Retirement Planning: Top 3 Tools for Portfolio Management
There are a number of different retirement tools out there that you can use when you are trying to plan out your portfolio. Here are a few of the best retirement tools that can make planning eas
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Employee Savings Plans: A Comprehensive Guide for Employers
An Employee Savings Plan is a retirement account option business owners can present to their employees. Similar to a 401k option, these accounts use pre-tax dollars in order to provide incentive
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Understanding Annuity Marketing: Avoiding Misleading Techniques
In the area of annuity marketing, insurance companies use a variety of techniques that could potentially be misleading. Here are some of the most common annuity marketing techniques that could p
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Protect Your Retirement: 3 Ways Life Annuities Can Outpace Inflation
Life annuities are types of investments that you can use to secure income during your retirement years. If you are worried about the impact of inflation on your retirement portfolio, here are a
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Tax-Deferred Annuities: 3 Options for Retirement Savings
Contributing to a tax-deferred annuity can provide you with some definite benefits when you are planning for your retirement. Here are some of the options that you have when it comes to contribu
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Annuity Payout Options: A Comprehensive Guide
When trying to choose an annuity payout method, there are a few different options that you will need to consider. Here are some of the different annuity payout options that are available. Life&n
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Lifetime Annuity Death Benefits: A Comprehensive Guide
Whenever you are considering purchasing lifetime annuities, you want to make sure that you understand the possible death benefit provisions that you could have. Here are the basics of death bene
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Immediate Annuities: Benefits & Potential Drawbacks
If you are considering purchasing an annuity, immediate annuities can provide you with some benefits. However, these annuities will also carry with them a few burdens. Lack of Diversification Wh
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Retirement Planning Software: Benefits & Features - [Year]
Retirement planning software is a commonly used tool in the financial planning industry today. Here are a few things to consider about retirement planning software and what it can do for you. Lo
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Understanding COBRA and Health Coverage After Retirement
When you retire, your employer must present you with the option to extend your health coverage through the federal Consolidated Omnibus Budget Reconciliation Act (COBRA). This act applies to com
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Fixed-Rate Annuity Payout Options: Understand Your Choices
If you are considering fixed-rate annuities as a way to increase your retirement income, you want to make sure that you understand the different payout options that you have. Here are some of th
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Understanding Immediate Annuity Contracts: A Buyer's Guide
If you are considering immediate annuities as a way to bolster your retirement income, you will want to make sure to scrutinize the contract before agreeing to make a purchase. Here are a few th
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Cash Balance Plans vs. Traditional Pensions: Which is Right for You?
The cash-balance plan is a type of pension plan that many companies have switched over to in recent years. Here are a few things to consider about this type of plan and whether it is better than
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Immediate Annuities: A Comprehensive Guide for Retirement Planning
An immediate annuity is a type of investment that is commonly used in retirement planning. Here are the basics of the immediate annuity and what it can provide to you as an investor. Immediate A
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Retirement Plan Beneficiary Options: A Guide to Distributions
When more than one beneficiary is listed on a retirement plan, the individuals will have several options in determining how to receive distributions. These options will vary based on the relatio
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Understanding Retirement Plan Distributions After Death | [Company Name]
When an individual dies with an active retirement plan in place, the beneficiaries on the retirement plan can begin receiving distributions. It is important to know that the rules for distributi
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Understanding Retirement Plan Inheritance: What Happens Before & After the RBD
A retirement plan may be passed on to a beneficiary if the deceased passes away. This can occur before the deceased met the required beginning date (RBD) on distributions or after. The way the a
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Understanding Retirement Plan Inheritance After RBD
A retirement plan may be inherited after the death of the primary beneficiary. This individual can then list alternate beneficiaries, including spouses, family members, children and even chariti
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Fixed Annuity Security: Understanding Principal Protection
Investing in a fixed annuity is a way that you can provide yourself with a regular payment during your retirement years. Here are a few things to consider about how secure your investment is whe
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Understanding Annuity Rates: Factoring in Fees & Expenses
When you are looking at annuities rates, ideally you would like to find the annuity that has the highest rate. When you are comparing these rates, you will also have to take into consideration f
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Share Certificates: Understanding the Basics & Key DifferencesA share certificate is an investment instrument that is very much like a certificate of deposit (CD). There are two primary differences between share certificates and certificates of deposi...
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Probate Asset Inventory: A Comprehensive Guide for ExecutorsYou wont need to include items named in a decedents will. An estate executor is responsible for completing an inventory and appraisal, most often within 30 to 90 days of a decedent's deat...
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Merkle Trees: A Comprehensive Guide to Blockchain Data StructuresWhat Is a Merkle Tree? A Merkle tree is a data structure that is used in computer science applications. In bitcoin and other cryptocurrencies, Merkle trees serve to encode blockchain data more...
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YNAB Targets: Understanding & Utilizing the Latest UpdatesTargets are at the heart of every successful budget, and now they’ve got some fresh new updates. Here’s the latest and greatest on those monthly targets that inform your every move. These changes wil...