Nov 26, 2014 | Retirement Plans, Tax Planning and Deductions
A warm and hearty Thanksgiving to you and your family and friends- from Pension Parameters! And remember, at the end of the year, it’s time to make certain that you are financially prepared for your year-end activities that will maximize your tax deductions and bring...
Nov 21, 2014 | 401k, Asset Allocation, Boomer Retirement, Pension Parameters
How savvy are Americans about retirement finances? Apparently, not very. That’s one conclusion drawn from an eye-opening article on planadviser.com—headlined Middle-Income Boomers Could Use Professional Advice–that reports on a survey from the Bankers Life...
Nov 17, 2014 | Boomer Retirement, News, Retirement Plans
Here’s one retirement stat that’s not old hat. “The better half” customarily applies to a spouse or partner. But in terms of retirement planning, the phrase might describe the more fortunate half of all Americans—53%–who, as Steve Vernon writes in another of his...
Nov 13, 2014 | Retirement Plans
The kids may be all right, as the movie title has it, but all may not be right when it comes to their supporting themselves. At least that’s one takeaway in a planadviser.com piece—headlined Adult Children May Undermine Parents’ Retirement Security–reporting...
Nov 10, 2014 | 401k, Boomer Retirement, News, Retirement Plans
Guidance is always good, and when it involves annuities and comes from the Feds, it’s definitely worth your attention—and probably worth discussing with your financial advisor. The following Treasury Dept. press release—with the subhead Page Content New option for...