Sentences with phrase «i.e. be in retirement»

How long do you estimate you will live (i.e. be in retirement)?

Not exact matches

The wealth needed at 65 is discounted to the current age of the person being observed to account for the increase in the amount of existing wealth by age 65 and a second time to account for continuing wealth accrual (i.e. new retirement saving).

@ Bob — if you're a retiree (or nearing retirement) then you may wish to avoid currency risk by investing in the UK i.e. by investing in assets of the same currency as your liabilities.

RMDs from traditional (i.e., pretax) accounts such as a workplace retirement plan — like a traditional 401 (k)-- or a traditional IRA, are included in MAGI and do count toward the MAGI threshold for the surtax.

These are the steps I would take in the event I sorely underestimate the expense of our retirement lifestyle, experience «sequence of return» risk (i.e. a significant drop in investments during my first 10 years of retirement), or the long term growth of my investments pales in comparison to historical returns for miscellaneous reasons or black swans.

I will discuss selection of funds in an employer - sponsored, defined - contribution retirement plan (i.e., 401k, 403b, etc.) in a subsequent post, but here is a simple example.

The key to understanding a qualified annuity is to know that these are ALWAYS used in connection with a qualified retirement plan or an IRA, or perhaps a defined benefit plan (i.e. deferred compensation plan), or a 403 (b) account, TSA account.

When you're younger, i.e. in your 20s and 30s, you have more time to save for retirement, and your retirement savings also has more time to earn interest.

A 65 - year old man, is already living in retirement, and needs $ 519 a month to cover his monthly bills (i.e. water, electricity, groceries).

Individuals who have changed jobs or retired and have left savings in a former employer's plan may be eligible to roll retirement savings to their new employer's workplace savings plan (i.e., 401 (k), 403 (b), governmental 457 (b)-RRB- or to an IRA.

Another key benefit of participating in a retirement account is that your contributions may be made pre-tax (i.e., tax deductible), helping reduce current tax bills.

The most aggressive short - term bond funds may be appropriate in a diversified long - term (i.e., retirement) investment account, but they aren't ideal for short - term savings.

Self - directed investing is great, but I have encountered real roadblocks in two things: transitioning into retirement and dealing with windfalls (i.e. inheritance or lottery winnings).

When the criminal class (i.e. government) comes looking for money to steal, money in bank and retirement accounts is easily identified and accessible by government.

• Annuity income streams disappearing: Future retirees may not have a steady income stream in retirement, as defined benefit pensions decline, which means they will likely be more reliant on assets they must manage themselves instead of receiving a stream of income for life (i.e., an annuity).

«Likely the biggest differentiator from mutual funds and exchange - traded funds is that CITs can only be used in qualified retirement plans — i.e., DB plans, and increasingly, 401 (k) DC plans,» the research explains.

And better yet, these funds have target retirement periods (i.e. the year 2025 or 2030), so as the time gets closer, the fund is rebalanced in to less riskier allocations for wealth preservation, since you are so close to the point of beginning the withdrawls.

If the shares you sell were held in a taxable account (i.e., not an IRA or 401 (k) or other retirement plan), you would need to report the gain on your tax return and possibly pay a capital gains tax.

The CEO owns close to 50 % of the equity and is 60 years old, i.e. heading towards retirement at some point in the next decade.

One major cost you won't have in retirement is saving for retirement; i.e., if you are saving 10 - 20 % of your income for retirement, then you can subtract 10 - 20 % from your current income.

For workers born in 1938 through 1942, the age increases by two - month increments for each birth year (i.e., for birth year 1938, normal retirement age is 65 and two months).

As far as I can tell from a quick read of the ninth installment, titled Take the Money and Run, Escapology is a kind of very extreme early retirement worldview that puts the focus on freedom rather than material possessions and the myriad of costly services most of us regard as a necessity in this gadget - crazy 21st century (i.e. wireless access, cable TV, smartphones and social media, subscriptions to movie services and magazines and all those other services provided by businesses such as my employer, Rogers).

For example, Boomers and those in the Silent Generation who have saved for retirement are most likely to use a prior workplace retirement plan (i.e., 401 (k)-RRB- as the primary source of their income in retirement, with 32 percent and 31 percent indicating so, respectively.

«For most investors, success is determined largely by the returns received during the period in which they have the largest amount of money in the market (i.e., the last decade or so of working years and the first decade or so of retirement).»

For those that might be planning (i.e. hoping) on social security taking care of them in retirement, The Power of Zero provides ample proof that they should be looking elsewhere.

In addition to purchasing renewable electricity and green natural gas for the event, GHG emissions associated with the use of diesel generators and event vehicles (i.e. shuttle buses and courtesy vehicles) will be neutralized through the purchase and retirement of high quality carbon offsets, helping to ensure event operations are carbon neutral.

Back in April, DOE Secretary Perry issued a memo calling for a reliability study of U.S. power systems, expressing concerns that competitive markets, renewables, and regulations were forcing retirement of baseload (i.e. coal and nuclear) power plants critical to reliability.

Under both schemes, transitional provisions were put in place so that older members of each scheme (i.e. above a particular age) received «full protection» by being allowed to remain as active members of the original and more generous scheme until retirement, whilst slightly younger members, who were between certain ages, received «tapered protection», by being allowed to stay as active members of the old scheme for an additional period before having to transfer to the new less generous scheme.

A local marketing mastermind collaborative is a group of complementary professionals who serve the same group of people in the same community (i.e., parents with small children in Silver Springs, MD, small business owners in Orange County, CA, or people gearing up for retirement in Hermosa Beach, CA, etc.).

Since the objective of admitting partners in a law firm is to generate profits for equity partners, more firms are examining the wisdom of creating new partners and are ascertaining the timeliness of addressing problems with under - productive partners, i.e., reduced compensation, de-equitization, early retirement, etc..

In Mr. Lederman's view, the objective of Mr. Bhasin in signing the Agreement was to have the contract renewed perpetually until his retirement at age 65 (i.e., renewed three times, each for a period of three years, for nine years until his retirement)[para 133 of Respondents» FactumIn Mr. Lederman's view, the objective of Mr. Bhasin in signing the Agreement was to have the contract renewed perpetually until his retirement at age 65 (i.e., renewed three times, each for a period of three years, for nine years until his retirement)[para 133 of Respondents» Factumin signing the Agreement was to have the contract renewed perpetually until his retirement at age 65 (i.e., renewed three times, each for a period of three years, for nine years until his retirement)[para 133 of Respondents» Factum].

In this field of the Pension Calculator you are required to mention the nature of your accommodation after retirement i.e. whether you are living in a property that you own or you renIn this field of the Pension Calculator you are required to mention the nature of your accommodation after retirement i.e. whether you are living in a property that you own or you renin a property that you own or you rent.

The review of the Regulation 28 requirements in property (i.e. not listed on an exchange) is limited to 15 % of assets of the retirement fund (and 5 % to any single issuer or entity).