Sentences with phrase «on retirement date»

Tax benefits can be availed on premiums paid — investors can receive up to 1 / 3rd of the accumulated value on retirement date as a tax - free lump sum as per prevailing income tax laws

Settling on a retirement date several months — or even a couple of years — in advance will give you the time you need to properly close and store certain files, and to identify trusted colleagues to whom you can refer the rest.

A target date fund is simply a mutual fund that is designed to be the «appropriate» allocation of risk / reward based on the retirement date listed on the fund.

You need to look at what you expect your yearly expenses to be (in inflation - adjusted dollars based on your retirement date), then figure out how long you plan on living.

Offers a simple option for plan members who want one - decision investing based on their retirement date

But, no matter what transpires with the housing market, the effect will be minimal on the retirement date.

Not exact matches

Traditionally, most elect the target - date investment fund, which is a mutual fund that will return your various assets (stocks, bonds, and cash) at a fixed retirement date — depending on how well the market performs over time.

Target date funds, also known as lifecycle funds, blend mutual funds that invest in stocks, bonds, and cash, shifting the mix based on investors» expected retirement dates.

To date, financial advisors may not have fully grasped their clients» worries about inflation and its effect on their retirement savings.

Also, the director services agreement continues certain provisions of Mr. Tansky's employment agreement that expired on the date of his retirement.

«Households in this age cohort will not have a chance to benefit from any strengthening of the economy and will only have the wealth they have accumulated to date to depend on in their retirement.»

Generally, the asset allocation of each fund will change on an annual basis with the asset allocation becoming more conservative as the fund nears the target retirement date.

Despite missing the mark on your figures, other calculators and tools such as Personal Capital and Financial Engines give me a «very likely» chance of hitting my goal retirement date and income.

The following benefits are not subject to the HP Severance Policy, either because they have been previously earned or accrued by the employee or because they are consistent with Company Practices: (i) compensation and benefits earned, accrued, deferred or otherwise provided for employment services rendered on or prior to the date of termination of employment pursuant to bonus, retirement, deferred compensation or other benefit plans, e.g., 401 (k) plan distributions, payments pursuant to retirement plans, distributions under deferred compensation plans or payments for accrued benefits such as unused vacation days, and any amounts earned with respect to such compensation and benefits in accordance with the terms of the applicable plan; (ii) payments of prorated portions of bonuses or prorated long - term incentive payments that are consistent with Company Practices; (iii) acceleration of the vesting of stock options, stock appreciation rights, restricted stock, restricted stock units or long - term cash incentives that is consistent with Company Practices; (iv) payments or benefits required to be provided by law; and (v) benefits and perquisites provided in accordance with the terms of any benefit plan, program or arrangement sponsored by HP or its affiliates that are consistent with Company Practices.

The fund is based on the date you expect to retire, and the investments are calibrated based on the number of years you have until retirement.

You could invest your money in a target - date retirement fund in line with your approximate retirement year, choose a target allocation fund based on the level of risk and return that you're comfortable with, or go with a managed account and let an advisor help you make decisions.

Review the beneficiaries listed on your retirement accounts, life insurance policies, annuities and trusts, and make sure they're up - to - date.

Full retirement age is based on your date of birth, starting at age 65 if you were born in 1937 or earlier and increasing to age 67 if you were born any time after 1938.

b) I consider these funds terrific choices for retirement savings c) After age 55 or 60, you can't automatically rely on target - date formulas any more.

The following benefits are not subject to the HP Severance Policy, either because they have been previously earned or accrued by the employee or because they are consistent with Company Practices: (i) compensation and benefits earned, accrued, deferred or otherwise provided for employment services rendered on or prior to the date of termination of employment pursuant to bonus, retirement, deferred compensation or other benefit plans, e.g., 401 (k) plan distributions, payments pursuant to retirement plans, distributions under deferred compensation plans or payments for accrued benefits such as unused vacation days, and any amounts earned with respect to such compensation and benefits in accordance with the terms of the applicable plan; (ii) payments of prorated portions of bonuses or prorated long - term incentive payments that are consistent with Company Practices; (iii) acceleration of the vesting of stock options, stock appreciation rights, restricted stock, restricted stock units or long - term cash incentives that is consistent with Company Practices; (iv) payments or benefits required to be provided by law; and

That is a healthy emphasis — as long as that diversity includes serious attention to the vocations of people sitting in wheelchairs in retirement communities and a teenage boy who is trying to summon up the courage to ask a girl on a date.

Then there is his pace of production: according to commonly accepted dating techniques» using the known dates of Shakespeare's forced retreats from London during the plague years, the year of his final retirement to Stratford, allusions to current events in the plays, and so forth» it seems that during his working life in London he wrote on average two plays each year until the death of Elizabeth in 1603, when the pace slackened to about one play per year during the Jacobean reign.

No 57300 DSP Mohammed Isa Hamman absconded from duty and deserted the Force on the 24th September, 2010 but contested the Bauchi central senatorial election in 2011 general elections under Action Congress of Nigeria (ACN), and got suspected forged retirement letter dated 5th March, 2014, this means that for four years, he is still a Police Officer which made it a criminal act for him to contest election as a Police Officer in service and this is another fraud the Police is investigating against him.

According to the report, the outgoing President, while on retirement should receive benefits such as state - provided staff not exceeding four (4), and a furnished and up - to - date office and communication equipment, and staff support consisting of a cook, steward and gardener.

His Lordship Samuel Date - Bah two weeks after delivering his judgment as the presiding Judge on the ordinary bench went on retirement.

In related news, the Lib Dems flagged up significant differences in women's pensions depending on the date of their retirement.

According to Nikki Jones, a spokeswoman for Comptroller Tom DiNapoli — whose office oversees the retirement system — Silver's paperwork was received on Tuesday and requested an immediate retirement date.

On Dec. 10, 2009, Governor Paterson signed into law a bill that preserves the Age 55 retirement benefits for all UFT - represented members of TRS and BERS who join the system after the effective date of the law.

I was wondering the same as John D. I see Sheerman also listed on wikipedia with a date for his retirement's announcement but without a link as reference.

While it's no secret men want to date attractive women and women want to date men who are financially secure or on their way to a happy retirement someday, the use of the word in a woman's profile is a complete turn - off to men.

Today, individuals are active and taking pleasure in their retirement Dating Over 50 news and opinion Tap here to turn on desktop notifications to get the news sent straight to you.

No such annuity shall provide for more than the total difference in retirement income between the retirement benefit based on average monthly compensation and creditable service as of the member's early retirement date and the early retirement benefit.

No such annuity may provide for more than the total difference in retirement income between the retirement benefit based on average monthly compensation and creditable service as of the member's early retirement date and the early retirement benefit.

However, vested teachers who entered the system prior to this date may retire with unreduced benefits at age 60 or 62, depending on their date of entry, which means that teachers are receiving unreduced retirement benefits well before Social Security retirement age.

In order to fill the void of leadership, Barnes and Noble said that Executive Chairman, Leonard Riggio, who was scheduled to retire at the close of the Company's Annual Meeting on September 14, will postpone his retirement until a later date.

In Darkness & andamp; Light, British novelist John Harvey, author of the Frank Elder police procedural series, brings the veteran cop out of retirement (yet again, and somewhat reluctantly on Elder's part) to solve the case of a middle - aged woman who has gone missing after a succession of Internet - arranged dates, some with surfers of dubious integrity.

Putting off retirement planning until the headlights are on the stop sign; in other words, fast approaching your target retirement date can be devastating.

Fidelity vs. Vanguard How international small - caps spice up a retirement portfolio Foreign big - cap value stocks outshine U.S. counterparts What global large - cap stocks do for your retirement portfolio Six reasons you should invest internationally How to double your target - date retirement fund's return in a single move Why REITs belong in your retirement portfolio When it pays to go all - in on small - cap value This 4 - fund combo wallops the S&P 500 index Buy the best performing stock sector for 87 years How to make money with small - cap stocks Looking for action?

Speaking of the path of least resistance, your 401 (k) plan may offer target - date funds, which rebalance for you depending on your number of years to retirement.

Having a retirement date, even if you don't hit it, will give you something to shoot for and, as a result, keep you focused on your ultimate goal of getting to retirement as soon as possible.

Answers on recovering IRA losses, early retirement account withdrawals, real estate investing and target date funds.

The age - based investment option is like target - date retirement portfolio: Based on the year when your child was born, you select a year (target date) when you expect he / she to go to college, then invest in a portfolio that corresponds to the target date.

However, for Social Security purposes, your normal retirement age — the age at which you can collect unreduced Social Security retirement benefits — ranges from 65 to 67, based on your date of birth.

An alternative or complimentary strategy is to focus on income well ahead of your actual retirement date.

Connie, who will have been a resident in Canada for only 17 years when Terry is 55, would, based on her income to date, have a CPP payout of perhaps $ 2,700 per year based on her earned income to date and expected for the period to Terry's retirement.

Target date and target retirement funds are based on an estimated retirement age of approximately 65.

Q: Do you have an opinion on the Vanguard Managed Payout Funds as a way to tap portfolio income in retirement, as opposed to the usual 4 % of assets at retirement date, and adjusted for inflation every year after that?

Defining this generation as those between the ages of 45 and 64, it said this cohort believes they need $ 818,000 on average for retirement but to date most have saved on average just $ 258,000.

Young investors [typically] have a relatively small portfolio size, so they should put their money into a target - date retirement fund and focus on increasing their savings rate, rather than choosing the best advisor or mutual fund.

Each person's Social Security benefit will depend on a number of factors, including earnings history and the age at which they claim benefits, but the maximum Social Security benefit for a person retiring at full retirement age in 2018 (between age 65 and age 67, depending on birth date) is $ 2,788 a month — or about $ 33,400 a year.2 To create a personalized estimate for Social Security benefits, use the Social Security Administration's Retirement Estimator.