Without special 'see-through' trust provisions, a retirement asset with a trust as beneficiary may need to be distributed by the end of the 5th year following the year the participant dies, writes Wagner Law Group attorney Barry Salkin. He clarifies the proposed RMD regs.
Raising interest rates, driving down asset prices, and sparking layoffs can't be the best way to neutralize a petroleum-driven inflation. But higher rates could make real returns on bonds positive for investors.
Morningstar's investment gurus put four variations of the "safe withdrawal" method through a simulated retirement scenario involving a 65-year-old man, a $1 million portfolio, and a 30-year time horizon. Each method had strengths and...
After 10 years of preparation, the European Union has created Pan European Personal Pension plans (PEPPs). These will be available to any EU-country citizen working in any EU country. But who will offer them?