A quirky guide to understanding KSOPs.
Laddering is a financial strategy for managing risk and liquidity in investments.
A Life Annuity is a financial product providing guaranteed income for life.
Understanding lump-sum payments in finance: the good, the bad, and the humorous.
A humorous take on a qualified retirement plan that puts money aside for your golden years!
Exploring Other Post-Employment Benefits (OPEB) and Their Importance in Retirement
An Overfunded Pension Plan is like having your cake, eating it too, and then realizing there’s more cake left for retirement!
A profit-sharing plan is a retirement plan that gives employees a share in the profits of a company.
Understanding the Projected Benefit Obligation: Your Guide to Future Pension Valuations
A Provident Fund is a government-managed retirement savings scheme used primarily in Asia and Africa.
An overview of QACAs and their whimsical wonders!
Withdrawal from a qualified retirement plan that may be tax-free and penalty-free.
A QDRO is a legal document recognizing rights to retirement assets post-divorce.
A QJSA provides lifetime payments to eligible individuals while ensuring some security to the surviving beneficiaries.
Understanding QLACs: The Annuity That Keeps You Smiling Into Old Age
A QPSA provides financial support to the surviving spouse of a deceased employee, ensuring that they receive compensation for the retirement benefits lost by the employee’s premature passing.
An employer-sponsored retirement plan that meets Internal Revenue Code requirements and offers tax benefits.
Exploring the differences between qualified and non-qualified annuities in a fun and insightful way.
The key financial indicator for assessing income during retirement.
A required minimum distribution (RMD) is the minimum amount you must withdrawal from certain retirement accounts annually after reaching a specified age.
The Smart Money Moves of Roth 401(k) - Planning for a Tax-Free Retirement Adventure!
A guide to early penalty-free withdrawals from IRAs and the mechanics of Rule 72(t).
An in-depth look at Self-Directed Individual Retirement Accounts, their characteristics, pros and cons.
A simplified employee pension (SEP IRA) is a retirement plan allowing employers or self-employed individuals to contribute to individual retirement accounts for their employees.
