Sentences with phrase «anyone planning for retirement»

«It's important for retirees, and anyone planning for retirement, to become educated about what the pitfalls are and what they need to do to avoid losing their life savings.»

Anyone planning for retirement, no matter what their age, needs to take those changes into account, says financial advisor Philip Rousseaux, a member of the esteemed Million Dollar Round Table association's exclusive Top of the Table forum.

Anyone planning for retirement, no matter what their age, needs to take those changes into account, says financial advisor Philip Rousseaux, a member of the esteemed Million Dollar Round Table association's exclusive Top of the Table forum for the world's most successful financial services professionals.

They are terrific investments for anyone planning for retirement or who needs income in retirement.

The gap between men's and women's retirement savings is cause for concern for anyone planning for retirement.

Not exact matches

That's about to change though, at least for any advisor being compensated for making recommendations to anyone who's participating in a retirement plan, like a 401 (k), or who owns an Individual Retirement Account (or IRA).

While retirement planning tools like the NewRetirement retirement planning calculator are making it pretty easy for almost anyone to create and maintain a sophisticated and detailed plan, many people appreciate the peace of mind that working with a professional financial advisor can offer.

This is to tell you how dangerous it can be for anyone not to have a solid retirement planning in place.

The Department of Labor announced a plan for expanding fiduciary duty to anyone who handles retirement accounts, whether that person is a broker or a financial advisor.

The Franklin, Templeton and Mutual Series Funds, Franklin / Templeton Distributors, Inc., Templeton / Franklin Investment Services, Inc., and Fiduciary Trust International of the South («FTIOS»), custodian for retirement plans, (together referred to as «we,» «our» and «us» throughout this notice) do not sell non-public personal information to anyone and only share it as described in this notice.

• Full deduction for disaster clean up expense • Relaxed retirement plan distribution rules — elimination of the 10 percent penalty tax that would otherwise apply on an early withdrawal from a retirement plan and permit individuals to withdraw up to $ 100,000 without penalty to cover storm - related expenses • Housing Exemptions for displaced individuals — would provide additional tax exemptions for individuals who provide free shelter for at least 60 days to anyone displaced by the storm ($ 500 exemption per person, maximum of four exemptions for the year) • Worker retention credit — would extend tax credits to business owners who continued paying wages while their businesses were forced to close.

With the rising tuition at most schools for undergraduate education, the increasing length of time spent in grad school, and the meager postdoc salaries people are getting for two, three, even four postdocs, it's a wonder anyone has money for a beer, much less for a retirement plan.

OTTAWA — Kent Peterson would forgive anyone who might think he's got nothing to worry about when it comes to his retirement — or, for that matter, what happens to the Canada Pension Plan.

Bender says anyone approaching retirement should get in touch with a fee - only planner or an adviser who can run various tax - planning scenarios — accounting for everything from your marginal tax rate through retirement to the impact of private pension income — to determine the best plan.

On June 9, 2017, the DOL partially implemented its amended fiduciary rule (the «Fiduciary Rule»), which expands the definition of a «fiduciary» to apply to anyone that makes a «recommendation» as to the value, disposition or management of securities or other investment property for a fee or other compensation, to an employee benefit plan or a tax - favored retirement savings account such as an individual retirement account («IRA»)(collectively «covered account») will be deemed to be providing investment advice and, thus, a «fiduciary», unless an exception applies.

As you will see below, whether you or even your spouse are covered by an employer plan at work could easily befuddle anyone who is trying to prepare for retirement.

Securing a comfortable retirement is always a part of anyone's plan for financial freedom.

The rule in general raises the fiduciary standard for virtually anyone involved with investment advice surrounding a retirement plan under the Employee Retirement Income Security Act (ERISA), and it places a great degree of scrutiny on fees and revenue sharing.

Special anti-discrimination rules can limit retirement plan contributions for highly - paid individuals, defined as anyone making more than $ 120,000 in 2017 or anyone who is a 5 % owner of a company which offers the retirement plan in question.

Estate planning is a wise step for anyone hoping to enjoy their retirement and find peace of mind, safe in the knowledge that their final wishes will be honored.

These plans are great for anyone that is nearing retirement, but still needs insurance coverage for a couple of more years.