Citations with the tag: RETIREMENT income
Results 1 - 50
- How to use severance pay for retirement.
// Black Enterprise; Mar1987, Vol. 17 Issue 8, p63
Leaving a company with a useful severance package can pave the way to high-yielding opportunities for early retirement if you take the right advice. Describes several severance plans, with emphasis on retirement.
- The power of those megabuck pension funds.
Barnosky, C.W. // Black Enterprise; Apr88, Vol. 18 Issue 9, p60
How the megabuck pension fund managers handle the money and make critical investment decisions.
- Securing the golden years.
Marsa, L. // Black Enterprise; Dec88, Vol. 19 Issue 5, p62
Explains how to help elderly parents manage their assets. Increased longevity; Talking openly about money; Financial experts who specialize in geriatrics; Local aging office; `Making Peace With Your Parents' by Leonard Felder; AARP (American Association of Retired Persons); Blue Cross/Blue...
- Data stream.
Marsa, L. // Bank Marketing; Sep97, Vol. 29 Issue 9, p54
Examines the main sources of retirement income in the United States. Percentage of investors who believe that company pensions will be the main source of retirement income; Other possible sources of retirement income.
- Will IRA's pay off in the end?
Robbins, A.; Robbins, G. // Consumers' Research Magazine; Jan1990, Vol. 73 Issue 1, p29
Describes benefits and drawbacks of IRAs as a way to save for retirement. Social Security benefits tax; Implications for young savers; Desirability of several savings vehicles. INSET: Who can invest in an IRA?.
- Innovative ways to get employees involved in retirement planning.
Gooch, Rex // Employee Benefits Journal; Jun93, Vol. 18 Issue 2, p37
Presents a model on how to get employees involved in retirement planning as utilized by Coors Brewing Company. Rationale for retirement planning; Defining employee needs and identifying three areas of retirement planning; Highlights of the Coors 401(k) plan; Tax effective retirement account;...
- Factors affecting retirement income.
Wiatrowski, William J. // Monthly Labor Review; Mar93, Vol. 116 Issue 3, p25
Analyzes the United States retirement income system in light of changes in the population, the labor force and retirement plan design. Retirement income coverage; Amount of benefit; Retirement income and job mobility; Retirement ages; Personal savings; Future outlook; More.
- Workers lose faith in retirement income prospects.
Williamson, Christine // Pensions & Investments; 3/3/97, Vol. 25 Issue 5, p8
Reports on a survey carried out by the Employee Benefit Research Institute of Washington, on workers' confidence in their retirement income prospects. Percentage points by which workers' confidence declined. INSET: Indexes for valuing pension liabilities under FAS 87, ...
- Going out in style.
Thoresen, Susan Werner // Planning; Jul93, Vol. 59 Issue 7, p18
Gives advice on financial and other strategies for retirement. Tax deferred savings; Company plans; Supplementary investments; Cases; Withdrawal of retirement funds.
- Get the better of workers compensation.
Larrick, Michael P.; Messick, Richard // Journal of Property Management; Mar/Apr97, Vol. 62 Issue 2, p76
Looks at various aspects of workers compensation. Factors which affected the insurance industry's profitability index; Identification of workers' compensation options which may be used; How property managers may benefit from the workers compensation market.
- Retirement income for surviving spouses.
Nielson, Norma L.; Beehr, Terry A. // Public Personnel Management; Fall94, Vol. 23 Issue 3, p407
Reports on a study of married participants in the Oregon Public Employees Retirement System (PERS) to gain information about their retirement decisions. Implications for the pension plan and its sponsors; Analysis of all income streams converted to an asset or wealth variable.
- Resurrecting IRAs.
Brown, C.M.; Hopkins, K. // Black Enterprise; Jul91, Vol. 21 Issue 12, p27
Asserts that Individual Retirement Accounts (IRAs) are still viable vehicles for building wealth, despite tax write-off limitations. Importance of having an additional source of retirement income; How to take advantage of tax-deferred investments; Limitations of IRAs; Tips on investing.
- How much do you really need to retire?
Toolen, Tom // Black Enterprise; Aug92, Vol. 23 Issue 1, p80
Looks at how starting early to plan for retirement can eliminate some troublesome financial woes. Why Social Security will not be enough to support people in their later years; Impact of corporate downsizing and career-switching; Effect of inflation on pension dollars; Study showing how much...
- Kiddie IRAs.
Toolen, Tom // Black Enterprise; Jul93, Vol. 23 Issue 12, p38
Claims you're never too young to save for your golden years and recommends opening an individual retirement account (IRA) for your child. Example of earnings by age 65 from an IRA bought for a teenager.
- Planners should encourage clients to take more risk.
Toolen, Tom // Best's Review / Life-Health Insurance Edition; Oct94, Vol. 95 Issue 6, p80
Reports on an article on retirement plans by Don Haas on the `Journal of the American Society of CLU & ChFC.'
- Old and poor in the U.S.A.
Anderson, G. // America; 11/3/1990, Vol. 163 Issue 13, p328
Cites the need for a one-to-one outreach program to inform the elderly poor about Supplemental Security Insurance (S.S.I.), a safety net for those with no social security benefits and an income supplement for those who fall below the poverty line. Kurt Vorndran of the National Council for Senior...
- Factors predicting the most important source of retirement income.
Devaney, Sharon A.; Su, Ya-Ping // Compensation & Working Conditions; Fall97, Vol. 2 Issue 3, p25
Analyzes the factors which predict the most important source of retirement income in the United States. Other sources of retirement income; Social security; Employer-provided pensions; Personal savings and investments.
- The IRA maze.
Devaney, Sharon A.; Su, Ya-Ping // Newsweek; 2/18/85, Vol. 105 Issue 7, p71
When Individual Retirement Accounts were first opened to all workers back in 1982, they seemed like little things. But now they're growing into serious money. The IRA industry that once reached for your money solely by offering good investment deals is now adding new services for savers who...
- France proposes retirement savings funds.
Kritzer, Barbara E. // Social Security Bulletin; 1997, Vol. 60 Issue 1, p63
Focuses on France's proposed new law on retirement savings funds. Provisions of the proposed law; Voluntary participation; Unlimited amount or frequency of employee contributions; Needed approval from the Ministry of Economy to establish new funds; Regulations on the payment of benefits.
- ANNEX RETIREMENT INCOME ARRANGEMENTS.
Kritzer, Barbara E. // OECD Papers; 2002, Vol. 2 Issue 9, p35
Focuses on the retirement income arrangements in the Netherlands. Public old age pension; Occupational pensions; Private pension; Main routes to early retirement.
- Alternative to Social Security?
Kritzer, Barbara E. // Nation's Business; Jul86, Vol. 74 Issue 7, p30
Faster than a speeding inflation rate, more powerful than an IRA, able to leap over Social Security trust fund deficits at a single bound, it's SUPER-IRA! Discusses the plan, its problems, other alternatives. INSET: How a Super-IRA might work..
- It's your money.
Strassels, P.N. // Nation's Business; Dec88, Vol. 76 Issue 12, p54
Analyzes retirement money and how much is enough. What to expect from Social Security and pension plans; Retirement programs; Goal establishing.
- IRA rollover's ironclad deadline.
Strassels, P.N. // Nation's Business; Mar89, Vol. 77 Issue 3, p67
Discusses the Internal Revenue Code which requires that rolling over a distribution from one qualified benefit plan (including an IRA) to another requires they be made within 60 days.
- Profit-sharing & retirement plans.
Strassels, P.N. // Inc.; Nov84, Vol. 6 Issue 11, p183
Profit-sharing & retirement plans are being used to reward and retain even young employees. The key is short investing schedule. Profit-sharing and retirement plans are discussed and analyzed from the employee and employer points of view.
- Beyond the 401(k).
Fraser, J.A. // Inc.; Jul90, Vol. 12 Issue 7, p103
Describes the little-used 401(k) retirement plan wraparound, a state-of-the-art retirement plan that adds a layer of income- and tax-deferral enhancements to 40l(k) plans. Benefits; Flexibility; Contributions; Appeal to employees. INSET: Designer options (401(k) wraparounds)..
- Target benefit plans.
J.A.F.; Fraser, J.A. // Inc.; May92, Vol. 14 Issue 5, p155
Describes target benefit plans, a variation on corporate retirement-savings accounts which offer tremendous advantages but haven't shared the popularity of 401 (k)s. However, recent congressional legislation will make targets more appealing thanever. Employer guarantees he will make a fixed...
- IRA heyday over?
J.A.F.; Fraser, J.A. // Newsweek; 3/17/86, Vol. 107 Issue 11, p56
The easy gains are over for investors in individual retirement accounts. You can't get double-digit interest rates anymore at most banking institutions. A look at the alternatives to IRA investment.
- IRA battle.
J.A.F.; Fraser, J.A. // Newsweek; 5/26/86, Vol. 107 Issue 21, p18
Of all the proposed changes in the Senate Finance Committee's tax-reform plan, none kicked up more furor than the proposal to curtail the deductibility of Individual Retirement Accounts. In truth, Senator Bob Packwood's plan would merely restore IRA's to their pre-1981 status, with interest...
- Banks compete for IRA money.
J.A.F.; Fraser, J.A. // Newsweek; 3/30/87, Vol. 109 Issue 13, p55
Banks are competing with brokerage houses for IRA investment money by selling mutual funds, and are contesting a 1933 law prohibiting banks from sponsoring and selling their own mutual funds. Effect of tax reform on IRAs; Details why banks are starting mutual-fund services and how they are...
- Profit sharing innovations include new `ageless' plan.
Gordon, Joyce V. // National Underwriter / Life & Health Financial Services; 7/4/94, Vol. 98 Issue 27, p23
No abstract available.
- Types and how-to.
Gordon, Joyce V. // Consumers' Research Magazine; Mar1986, Vol. 69 Issue 3, p32
Individual Retirement Accounts (IRAs) are investment programs in which contributions are tax deductible and the interest accrued is not taxed until money is withdrawn from the account. Types of IRAs and how to invest.
- How tax reform might affect IRA's.
Gordon, Joyce V. // Consumers' Research Magazine; Jul86, Vol. 69 Issue 7, p23
Many people using individual retirement accounts under current law may be surprised to learn that the future after-tax value of an IRA contribution may be greater under the tax reform bill, despite restrictions on IRA use that the Senate Committeebill imposes.
- Paying the premiums.
Gordon, Joyce V. // NEA Today; Sep92, Vol. 11 Issue 2, p8
Reports that retired Pennsylvania school employees who had at least 24.5 years of service have been getting monthly payments of $55 toward their medical insurance premiums. Legislative drive by the Pennsylvania State Education Association for changes in the financing of the state's retirement...
- Pension buy-ins worth another look.
Gordon, Joyce V. // NEA Today; Dec92, Vol. 11 Issue 5, p32
Examines the increased appeal of pension plan buy-ins, the purchase of retirement system credits for out-of-state or related service. Buy-ins for longer-term employees; Cost of buy-ins and missing out on other investments; Buy-ins in specific situations; Rhode Island's Compact for Pension...
- Is your IRA still a good deal?
Gordon, Joyce V. // Consumer Reports; Jan1987, Vol. 52 Issue 1, p12
Discusses whether you should continue to invest in an Individual Retirement Account since under the new tax law the investment can't be deducted. Municipal bond alternative; Annuity alternatives; Tax-deferred compounding.
- Retirement plans.
Gordon, Joyce V. // Consumer Reports; Jan1990, Vol. 55 Issue 1, p16
Part I. Reports on 401(k) and 403(b) retirement savings programs. Pension system; Data on the two plans; Defined contribution versus defined benefit plans.
- Retirement plans.
Gordon, Joyce V. // Consumer Reports; Feb1990, Vol. 55 Issue 2, p122
Part II. Analyzes the pros and cons of having an Individual Retirement Account (IRA). Limits on contributions; Retirement plans with better tax breaks; Required withdrawals. INSET: Who can deduct an IRA?.
- Retirement plans.
Gordon, Joyce V. // Consumer Reports; Mar1990, Vol. 55 Issue 3, p150
Part III. Reports on Keogh and SEP retirement plans. Qualifying; Choosing the right plan; Fees and tax filings; Withdrawals.
- Portable pensions: Their time is now.
Gordon, Joyce V. // Aviation Week & Space Technology; 5/6/91, Vol. 134 Issue 18, p7
Editorial. Argues in favor of `portable pensions,' or allowing aerospace/defense industry employees to transfer their pensions when they switch jobs. The idea is currently being discussed in Washington.
- Bargaining over voluntary retirement benefits.
Murphy, B.S.; Barlow, W. // Personnel Journal; Dec90, Vol. 69 Issue 12, p13
Reports that the Court of Appeals for the District of Columbia Circuit has held that an Ohio newspaper violated the Taft-Hartley Act when it insisted to impasse on a contract clause giving management the right to offer retirement incentives to individual employees without any participation by...
- 10 ways to help market 401(K) plans.
Gunsch, Dawn // Personnel Journal; Sep92, Vol. 71 Issue 9, p16
Offers several tips for marketing 401(K) plans to employees. Targeting the audience; Using an action-oriented theme; Creating a visual campaign.
- Retirement calculator.
Andresky, Jill // Inc.; Oct92, Vol. 14 Issue 10, p50
Considers the retirement-savings calculator available from T. Rowe Price that will help calculate how much you'll need to stash away to retire in style. Contact point for more information.
- Wall Street's new musclemen.
Pauly, D. // Newsweek; 6/5/89, Vol. 113 Issue 23, p46
Talks about the emergence of the managers of the nation's largest pension funds as Wall Street's new musclemen who wield the clout of the $2.6 trillion in assets they control. Some critics charge they take unnecessary risks with retirement money,but the managers invest mostly in high-rated...
- Are IRA's a hazard to your old age?
Pauly, D. // Newsweek; 9/18/89, Vol. 114 Issue 12, p42
Discusses a report by the National Center for Policy Analysis that says an individual retirement account (IRA) is not such a good savings option as previously thought, because of high taxes levied on the elderly.
- Investing for retirement.
Pauly, D. // Consumer Reports; May93, Vol. 58 Issue 5, p289
Recommends the best ways to save for retirement. Why saving is important; Investing at work through a 401(k) plan; `Participant-directed' plans; Pros and cons of bond mutual funds, guaranteed investment contracts (GICs) or stock mutual funds as employee-directed investment choices; Investing...
- State workers get matching funds.
Pauly, D. // Pensions & Investments; 06/01/98, Vol. 26 Issue 11, p46
Presents information on news relating to pensions and retirement systems in the United States. Details on a vote to reduce the real estate holdings of Vermont State Employees' Retirement System; Information on the Alaska Permanent Fund which did not receive permission from the State Legislature...
- Decline and McFall.
Greenwood, John // Money Marketing; 8/18/2011, p29
In this article, the author discusses Lord McFall's Workplace Retirement Income Commission report and its exclusion of retail distribution review (RDR) in Great Britain in 2011.
- THE EVOLVING RETIREMENT INCOME PACKAGE: TRENDS IN ADEQUACY AND EQUALITY IN NINE OECD COUNTRIES.
Yamada, Atsuhiro // OECD Papers; 2002, Vol. 2 Issue 11, p1
Focuses on the trends in adequacy and equality of evolving retirement income package in OECD countries. Income source of retirement income packages in low-income groups; Composition of the income package; Effect of household structure on income inequality.
- What's wrong with super?
St. John, Susan // Chartered Accountants Journal; Aug1997, Vol. 76 Issue 7, p41
Examines the proposed Retirement Savings Scheme (RSS) for retirement income in New Zealand. Concerns on the increased payment costs brought by the retiring baby boom generation; Calculations of tax rate balances for payments to the New Zealand Superannuation; Impact on the pension system of a...
- Compulsory retirement saving.
Sage, Tony // Chartered Accountants Journal; Aug1997, Vol. 76 Issue 7, p57
Explains the obstacles to the success of a compulsory retirement saving scheme proposed by New Zealand's government. Criticisms on the scale of government intervention necessitated by the scheme; Questions on the program's sustainability; Identification of factors making the program inadequate...