Bill Restricts Some NQ Deferred Comp
By Steven BrostoffByWashington House Ways and Means Committee Chairman Bill Thomas, R-Calif., has introduced legislation that would place some restrictions on nonqualified deferred compensation but would not ...
August 03, 2003
Marginal vs. Average Tax RatesAside from the fact that the newest tax rates have a less than six-year lifespan, the tax issue that continues to be missed by annuity ...
August 03, 2003
Opportunities Abound In The Post-Retirement Planning MarketOpportunities Abound In The Post-Retirement Planning MarketByPost-retirement planning does not seem to get the same level of attention as pre-retirement planning. Perhaps its because the ...
August 03, 2003
The Recession Is Over. Now What?Now we know. The recession ended in November 2001.That word comes to us courtesy of the National Bureau of Economic Research, the Cambridge, Mass., nonprofit ...
August 03, 2003
Retirees Need Advice TooPast retiree stereotypes presented a simple picture. A persons retirement income would come from a workplace pension, a safe and government-backed Social Security system and ...
August 03, 2003
Creative Planning Solves Problems For RetireesByThe recent three-year bear market may have had only a minimal impact on the investment portfolios of older retirees who were conservatively invested. But these ...
August 03, 2003
Underfunded Pension Plans: A Threat To Your Clients?Underfunded Pension Plans: A Threat To Your Clients?ByThe question of whether consumers are adequately funding their retirement is now also being asked of their employers, ...
August 03, 2003
Distribution Planning: The Product Of Choice For Retiring BoomersDistribution Planning: The Product Of Choice For Retiring BoomersBetween employer-sponsored plan accumulations and personal savings, baby boomers will have an estimated $4.3 trillion in assets ...