Add to ORKGThis column reviews various requirements of qualified retirement plans, their myriad rules and requirements, and how uninformed decision-making can negatively impact a client\u27s overall program. Wand\u27s column is intended to aid an attorney in advising clients as to the appropriate choices
In light of the challenges and complexity of managing income for retirees, and the lack of overall f...
Defined contribution (DC) pension plans have helped many individuals accumulate assets for retiremen...
This paper examines the advantages and disadvantages of using life insurance retirement plans for hi...
Individual retirement accounts (IRAs) are generally a significant part of any client\u27s estate the...
As increasing life expectancy and inflation diminish the purchasing power of retirement savings, car...
In April 2002, the IRS released new regulations that greatly simplify the rules regarding required d...
Legal planning for elders focuses on protecting retirement income and finding ways to pay for long-t...
Because the IRS must normally use actuarial tables to determine life expectancy, particular persons ...
As part of any complete estate-planning practice, attorneys should draft language that covers the ra...
Using a theoretical life cycle model, we evaluate how much workers benefit from having the option to...
This paper is concerned with advice-seeking by DC plan participants as they approach retirement, foc...
As older workers approach the end of their working career, they face a series of important decisions...
Bravo, J. M. (2020). Addressing the Pension Decumulation Phase of Employee Retirement Planning. In I...
The relationship between a client and attorney, while always complex, may become even more complicat...
"It has been said that one of the blessings of life is that people never know how long it will last....
In light of the challenges and complexity of managing income for retirees, and the lack of overall f...
Defined contribution (DC) pension plans have helped many individuals accumulate assets for retiremen...
This paper examines the advantages and disadvantages of using life insurance retirement plans for hi...
Individual retirement accounts (IRAs) are generally a significant part of any client\u27s estate the...
As increasing life expectancy and inflation diminish the purchasing power of retirement savings, car...
In April 2002, the IRS released new regulations that greatly simplify the rules regarding required d...
Legal planning for elders focuses on protecting retirement income and finding ways to pay for long-t...
Because the IRS must normally use actuarial tables to determine life expectancy, particular persons ...
As part of any complete estate-planning practice, attorneys should draft language that covers the ra...
Using a theoretical life cycle model, we evaluate how much workers benefit from having the option to...
This paper is concerned with advice-seeking by DC plan participants as they approach retirement, foc...
As older workers approach the end of their working career, they face a series of important decisions...
Bravo, J. M. (2020). Addressing the Pension Decumulation Phase of Employee Retirement Planning. In I...
The relationship between a client and attorney, while always complex, may become even more complicat...
"It has been said that one of the blessings of life is that people never know how long it will last....
In light of the challenges and complexity of managing income for retirees, and the lack of overall f...
Defined contribution (DC) pension plans have helped many individuals accumulate assets for retiremen...
This paper examines the advantages and disadvantages of using life insurance retirement plans for hi...