Search Results for: retire

Overcoming Women’s Retirement Challenges

However wonderful a dancer Fred Astaire was, Ginger Rogers did everything he did, but backwards and in high heels. Women planning their retirement may sometimes feel like Ginger Rogers—having to execute far more difficult steps just to keep up.

Read More

Charitable Trust: Philanthropy and Retirement Income

Individuals often view retirement income planning and legacy planning as discreet exercises. In fact, these planning objectives can both be met through the use of charitable remainder trusts (CRTs), which is an irrevocable trust in which you—the donor—receive income generated by the assets donated to the trust, while the remaining assets at your death are distributed to a charity selected by you.

Read More

Evaluating Big Purchases in Retirement

Retirement dreams, more often than not, involve making big purchases. They may range from a two-month tour of European cities to buying a second home. If you perform an internet search on “big purchases in retirement,” many of the results center on discussing the biggest big-purchase mistakes retirees make.

Read More

The Tontine Retirement Income Solution

Tontine is an investment in which individuals pool their money and from which each receives income for as long as they live, with the payout entitlements of deceased participants accruing to the surviving participants.

Read More

Subscribe

    Subscribe to receive a monthly recap of our three most popular posts.

    Recent Videos

    Loading...

    AP Awards 2021