Browsing: Retirement

Earlier this week, I wrote of the news that IBM IBM was reopening its defined benefit (DB) plan. Their announcement was noteworthy for two reasons— IBM…

After years of the decline of defined benefit (DB) plans for employee retirement, it was surprising to see IBM announce the reopening of its DB plan.…

Washington voters will decide the fate of the state’s path-breaking public long-term care insurance program in a referendum this Fall. If adopted, Initiative 2124 would make…

The tax-free quality of money in a 529 tuition savings plan can be continued, even after the education spending need has passed, thanks to a provision…

Gift tax returns could be the most misunderstood, neglected, and overlooked part of estate planning. There are many people who know estate planning quite well but…

In Christianity alone, it is estimated that there are thousands—yes, thousands—of different denominations around the world. Each denomination has its own interpretation of Scripture and its…

If you expect fabulous returns to continue, you’re likely to be disappointed. Look closely at the data and you’ll see why. By William Baldwin, Senior Contributor…

What’s the most you can receive from Social Security? The answer is…it depends on your age, your work history, your marital status, and your retirement decisions.…

The American College of Financial Services just released its fourth Retirement Income Literacy Study. Every three years in the past decade The College has conducted a…

A new bill winding its way through Congress aims to increase retirees’ net income from Social Security by eliminating federal taxation of benefits. Unless the You’ve…