There are three basic retirement plans available to the self-employed: Solo 401(k) Plan Just as the name of the plan implies, a solo 401(k) is a 401(k) plan for the self-employed. It offers at least the same benefits as a 401(k) plan, with three major differences: It is a 401...
Most investors who plan for retirement eventually confront the question of how much money they should plan to withdraw annually from their investment portfolio. The dilemma is that if they withdraw too much, they prematurely exhaust the portfolio, but if they withdraw too little, they unnecessarily...
What should a financial planner know? A good financial planning firm should have expertise in retirement funds, investments, taxes, and insurance. It takes a combination of all these elements to build a successful portfolio and offer the peace of mind you’re looking for. ...
GETTING the best advice on your financial affairs can be difficult. Nowadays, everyone- from banks, building societies, accountants and solicitors to the l... R Lunt 被引量: 0发表: 0年 Facing a Biased Adviser While Choosing a Retirement Plan: The Impact of Financial Literacy and Fair Disclos...
There is probably no better job benefit than a company-sponsored retirement plan. Saving for retirement through a program offered by your employer can be a very helpful way to jumpstart your savings. However, the type of retirement options, known as defined contribution plans, you have will depe...
If you are planning for retirement with a qualifying spouse, here's what to keep in mind when thinking about the right spousal benefit option.
financial literacyreactanceconflict of interestBuying a retirement saving plan in Israel involves meeting with an agent whose interests may...doi:10.1111/joca.12083Eyal CarmelDana CarmelDavid LeiserAvia SpivakJohn Wiley & Sons, LtdJournal of Consumer Affairs...
Project-based fees (like hourly fees) make financial planning accessible to folks that just have a few questions. I was amazed at the number of clients that were happy to pay $500 for a retirement projection, and not want any additional services. And the cons to using this type of fee ...
Choosing a retirement Plan That Works For You, Your Business and Your Employees your business' total benefits package; and can help you retain valued employees. Whether you are considering adopting a retirement plan for the first time... C Cmiel - 《Coal Dems》 被引量: 0发表: 2005年 A ...
There are some financial planners that only provide advice but not planning service. On the other hand, there are financial advisers who only provide financial planning services. Some may manage your finances but provide little planning or advice. Some have experience with retirement planning or weal...