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Now that the defined benefit plan is in decline, Americans will ahve to take charge of their retirement. How to get employees to participate? How to save Social Security? Robert Pozen, a retirement expert and chairman of MFS, on what needs to be...
What do you do if faced with a decedent's individual retirement account (IRA) beneficiary designation that names a trust with multiple beneficiaries, three of whom are charities? What do you do if the personal representative of a deceased primary...
Who should consider life settlement as one alternative to managing life insurance capital? When is a settlement a wise decision? What factors should be considered before selling a life insurance policy? Who will benefit from a settlement? Have...
Bruce D. Steiner, attorney, Kleinberg, Kaplan, Wolff & Cohen, P.C , New York, has this overview of the recently adopted Pension Protection Act of 2006 (PPA): There are three key provisions of the PPA that are particularly relevant to wealth...
Inheritors of individual retirement accounts (IRAs) who don't enjoy the tax-favored status of a surviving spouse can face steep income and estate tax bills. Many estate planners are aware of the tax raid that can fell large IRAs. It has become a...