Worried You Don’t Have Enough Saved for Retirement? You’re Not Alone
A recent survey revealed that 42% of Americans have less than $10,000 saved for retirement. If you’re worried about not saving enough, read this week’s Financial Tip.
Secular Trusts and Annuities
A secular trust can provide assurance that your nonqualified deferred compensation plan benefits will not be at risk. We explain in this week’s Business Tip.
Planning Priorities: Options for an old 401K
Senior Consultant Retirement Services Scott Brown, CFS®, answers the frequently asked question, “Should I roll over my old 401(k) into my current plan, leave it, or roll it to an IRA?” This article is for demonstrative and academic purposes and is meant to provide valuable background information on particular investments, NOT a recommendation to buy.…
Excess Benefit Plans
Excess benefit plans allow employees who participate in a qualified plan to exceed the contribution limitations. Learn how in this Business Tip.
Will Tax Law Changes Affect Your IRA Beneficiaries?
We take a closer look at the SECURE Act that is making its way through Congress, and what it may mean for the beneficiaries of your IRAs.
Retirement Programs for Federal and State Employees
Federal employees are generally covered under one of two retirement systems. Read all about them in this Financial Tip.
Top-Hat Plans (Including SERPs)
A top-hat plan is unfunded and only provides benefits to a select group of management or highly compensated employees. Learn more in this Business Tip.
A Retirement Income Roadmap for Women
Whatever your goal, you’ll need a retirement plan that’s designed to support the lifestyle that you envision. Read more in this Financial Tip.
How do I replace my Social Security card?
Starting a new job? You’ll need to show your Social Security card. Lost your Social Security card? You’ll need a replacement. We explain what to do in this Question of the Week.
Retirement Confidence Increases for Workers and Retirees
According to the 29th annual Retirement Confidence Survey, having one of these will make you twice as likely to feel somewhat confident about retirement. Find out what it is in this week’s Financial Tip.