A QDRO is a legal document recognizing rights to retirement assets post-divorce.
Understanding QLACs: The Annuity That Keeps You Smiling Into Old Age
A deep dive into Qualified Professional Asset Managers, with humorous insights and essential definitions.
Qualifying Investment: Tax-Deferred Financial Marvels
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.
An account that offers liquidity and stability for your retirement funds.
Your roadmap to a financially comfortable retirement.
The Smart Money Moves of Roth 401(k) - Planning for a Tax-Free Retirement Adventure!
An overview of the federal program providing retirement and disability income in the U.S.
The Social Security Administration (SSA) is the U.S. government agency responsible for administering social programs covering disability, retirement, and survivors' benefits.
A stable value fund: The sanctuary for cautious investors.
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.
Mastering the Art of Tax Minimization and Financial Success
Investment earnings accumulating tax-free until withdrawal.
Understanding the Teacher Retirement System and its benefits for educators.
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.
Unearned income: the free money that doesn't require sweat equity
