The New Corporate Business Plan: Outsource Pension Liability And Improve Profits

I can remember the first company I worked for, a national airline. It was 1966, and I was a freshman in college. I loaded airplanes with bags, handled air freight, and waited on passengers. I loved my first job and I loved the company. To see them now is an exercise in disgust; the airline [...]

By |2020-04-14T00:12:50+00:00December 15th, 2019|Retirement Planning|

Your Retirement Distribution Strategy

Retirement is close. You can see it in the near future. You’ve worked hard to accumulate your resources, and you are facing the most important aspect of reaching retirement: how do you take distributions from all of your accounts so the money will last and in the most tax efficient way possible? Even though each [...]

By |2020-04-15T01:12:15+00:00June 6th, 2019|Retirement Planning|

Maximize Your Pension And Take Better Care Of Your Spouse.

Many pension programs both in the private and public sector offer a “Spousal Survivor Benefit.” If the primary pensioner dies first—the spouse gets a percentage, usually not all, of the regular monthly pension received before death. If selected, this nice benefit comes at a not-so-nice cost. The provider of the monthly pension is now going [...]

By |2020-04-17T18:14:28+00:00March 18th, 2018|Retirement Planning|