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Learn about retirement plan loans, including the definition, plan types that allow loans, reasons, and pros & cons. Discover ...
Learn about Non-Qualified Retirement Plans, including their definition, types, and features. Explore the advantages and disadvantages of these plans.
A non-qualified plan is a tax-deferred, employer-sponsored retirement plan that does not meet Employee Retirement Income Security Act (ERISA) standards.
Retirement financial advisors specialize in helping people transition from earning an annual salary to living off their assets.
Learn what defines a qualified retirement plan and what sets it apart from non-qualified plans. Consider how a person benefits from having a qualified plan.
A 58-year-old client came to financial planner Michael Kitces’ office seeking a plan that would allow him to retire at age 65 with $1 million. The client headed home “retired” that very day. “He had ...
If annuities mystify you, here's a clear annuity definition and a glossary of key terms. We'll help you grasp the basics of this guaranteed income stream.
Learn how a defined benefit plan works, how it differs from other retirement plans, and why you might want to use one for your retirement savings.
If you're looking to save for retirement, you might be wondering whether an IRA is right for you. Learn about types of IRAs and their tax advantages and other benefits.
The Department of Labor is working to hone the definition of what constitutes investment advice versus education and product descriptions for retirement savers, a top official told an audience of plan ...