Understanding Substantially Equal Periodic Payment Plans for IRA Withdrawals
An overview of Australia’s superannuation system that takes care of your future while giving you a reason to smile today.
A SERP is a non-qualified retirement plan providing additional benefits to high-level employees beyond standard retirement plans.
A financial vehicle designed to optimize risk and returns for a predetermined timeline.
A retirement budgeting strategy allowing retirees to withdraw 4% of their retirement savings annually while maintaining account stability.
The traditional Individual Retirement Account: a tax-deferred vehicle for retirement savings.
Understanding what an underfunded pension plan is, its risks, and fun facts.
A humorous take on employer-managed retirement plans that are not pre-funded.
A Variable Annuity is a flexible financial instrument that lets your money ride the roller coaster of the stock market while you enjoy a steady seat belt of guaranteed income later on!
A retirement plan with payouts that vary based on investment performance.
An educational insight into years certain annuity, offering predictable payments despite life's uncertainties, and accompanied with humor.
