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The Motley Fool
April 1, 2010
Dayana Yochim |
Oops, I Accidentally Cut You Out of My Will It's easy -- too easy -- to make a million-dollar clerical error. How sure are you that your important papers are ironclad?   |
The Motley Fool
December 9, 2005
Dayana Yochim |
The $225 Million Typo A data entry error causes a Japanese financial services company to lose $225 million. But big-dollar blunders aren't the sole provenance of corporations. Here are some examples of personal losses that could have been avoided. |
Financial Planning
February 1, 2011
Donald Jay Korn |
Heir Loss Beneficiary problems can cause even the best financial plans to go awry. |
Financial Planning
May 1, 2005
Ed Slott |
A Helping Hand A new IRS ruling highlights the problems of inheriting company retirement plans, particularly when the beneficiary is a young spouse. |
Financial Planning
July 1, 2011
Ed Slott |
Beneficiary Battles If a client wants to name someone other than a spouse as the beneficiary of a 401(k) or other ERISA retirement plan, it is a two-step process. |
Financial Advisor
September 2008
Wayne von Borstel |
Who's Running Your Practice? One of the toughest obstacles for advisors is telling clients what they need to hear instead of what they want to hear. Some people simply don't want candor. Some people refuse to be coached. |
Job Journal
February 10, 2008
Marty Nemko |
Quick Fix: Housing's True Cost What to do when the high cost-of-living encroaches on your career options. |
Financial Advisor
November 2007
Thomas J. Murphy |
Ready To Roll (Over) With retirement plans bursting at the seams with new money, changes in the law can make it easier to pass that money on to heirs. But there are several red flags to watch for. |
The Motley Fool
April 1, 2004
Dave Braze |
Update Your Beneficiaries After any major life event (marriage, birth, divorce, death), you must re-evaluate who will inherit what. |
The Motley Fool
December 13, 2010
Dayana Yochim |
Keep the Wrong Hands Off Your Money As long as you're filling out gift tags and place cards -- and before visiting family members start getting on your nerves -- it's a good time to check and see whether you've jotted down the right names on your beneficiary forms. |
The Motley Fool
September 16, 2004
David Jacobs |
Keep It in the Family The IRS is gunning for your inherited IRA. Follow these steps to avoid costly penalties. |
Entrepreneur
September 2006
Jacquelyn Lynn |
Rest in Peace Ensure company longevity with life insurance policies. |
Registered Rep.
August 27, 2014
Kevin McKinley |
One Lump Sum or Small Payments? "Should I take my pension in monthly payments, or roll the lump sum over to an IRA?" It's a common question you may get from retiring clients. |
Financial Planning
May 1, 2008
Bryce Sanders |
Client Retention How to keep unhappy clients from leaving. |
On Wall Street
November 1, 2012
Elizabeth Wine |
10 Biggest Estate Planning Mistakes 10 tips to prevent the missteps that cannot always be repaired after the client s death. |
The Motley Fool
August 23, 2006
Dan Caplinger |
How to Inherit an IRA Because financial institutions are not always familiar with how to set up inherited IRAs, you should keep an eye on the process to make sure it is done correctly. By knowing the rules yourself, you can ensure that you will be able to make the most of your inheritance. |
Registered Rep.
April 1, 2007 |
Juggling Loyalties Serving family members and close friends (and any referrals from them) can be a lucrative business for many registered representatives. Not surprisingly, however, many reps also find themselves in the middle of disputes when family situations and personal relationships change. |
Investment Advisor
September 2006
Vicky Schroebel |
The Tax Advisor: Extending Savings How stretch IRAs can benefit clients and their heirs. |
Investment Advisor
May 1, 2011
Olivia Mellan |
It's Not Working Retirement is great for some people; for others, not so much |
Financial Advisor
December 2004
Evan Simonoff |
Editor's Note For financial advisors, mistakes can cost clients huge amounts of their life savings. Because advisors have so much at stake in what they do, it's easy to understand why professionals get so passionate about their work. |
Registered Rep.
April 1, 2005
Kevin McKinley |
In Praise of the Lump When a retiring client's employer presents him with a choice between a monthly pension check and a lump-sum payment, the choice is usually a simple one. Accepting the lump is usually the most lucrative choice for the client and the advisor. |
BusinessWeek
January 9, 2006 |
A New Abacus For Pensions The Financial Accounting Standards Board rules on post-retirement accounting are changing. Benefits could suffer. |
Registered Rep.
August 17, 2010
Alan Lavine |
Insuring Clients In Divorce And Second Marriage State laws vary, but with a revocable trust, the person with a power of attorney typically cannot change the beneficiary designations on the life insurance policy. |
Financial Planning
February 1, 2011
Temma Ehrenfeld |
Retro Pension The traditional pension may seem on its way to extinction. Between 1979 and 2008, the latest figure available, the Employee Benefit Research Institute reports that the portion of U.S. private-sector workers participating in a defined-benefit plan dropped from 38% to 15%. |
Financial Planning
September 1, 2005
Ed Slott |
New Rule on IRA Disclaimers Your client can pass the benefits of an inherited IRA to a child, even after taking a six-figure distribution. Here's how it works. |
National Defense
October 2012
Karen L. Manos |
Contractors Charging the Federal Government For Pension Contributions Is Not Corporate Welfare In full election-year mode, news media have been awash in articles, blogs and reports urging Congress to stop the "corporate welfare" of reimbursing federal contractors' pension costs. |
Entrepreneur
June 2004
Joan Szabo |
Estate of Affairs Don't play beneficiary roulette when it comes to your estate plan. Keep the future of your business in mind when making plans for your estate. |
Investment Advisor
September 2006 |
Pension Act Signed While pension experts say the recently passed Pension Protection Act of 2006 will indeed help remedy the funding problems that have plagued defined benefit pension plans, they doubt that it will resolve the insolvency woes of the Pension Benefit Guarantee Corporation. |
On Wall Street
June 1, 2012
Alan J. Foxman |
Keeping Client Secrets I have a husband and wife who are both clients of mine. Recently, the wife inherited some money and doesn't want her husband to know what she's doing with it. |
National Real Estate Investor
October 20, 2003 |
Pension Fund To Invest In NYC Properties New York City's biggest pension fund will invest up to $100 million in commercial properties located throughout Manhattan, Brooklyn and Queens. |
BusinessWeek
August 25, 2003
Nanette Byrnes |
Pensions That Discriminate against Older Workers With modern retirement plans increasingly under attack by older employees, it's becoming clear that a company's best interests are not always going to intersect with those of all its workers. That's why Congress needs to step up with clear legislation that would reform federal pension laws. |
The Motley Fool
January 12, 2006
Bill Mann |
The Problem With Your Pension Defined-benefit programs are disappearing. Some are insolvent. We have two simple words to put into your retirement vocabulary: index fund. |
AskMen.com
June 23, 2004
Lewis Helfand |
Pensions In Pro Sports Comparing the pensions of the major professional sports leagues. |
The Motley Fool
September 27, 2006
Dan Caplinger |
Pension Reform and You How might the Pension Protection Act affect your pension? |
The Motley Fool
January 26, 2011
Selena Maranjian |
Pension Perils Take a Turn for the Better Your company might not stiff your retirement after all. |
Financial Advisor
June 2004
Dan Sullivan |
An Industry Transformer Mary Anne Ehlert has found a unique and rewarding way to set her business apart. The Ehlert Financial Group has developed "The Process for Protected Tomorrows" which offers financial solutions for people who have relatives with disabilities. |
The Motley Fool
January 25, 2007
Tim Hanson |
Why You'll Have a Worry-Free Retirement Our retirements are in our hands, and we need to make sound financial decisions from here on out to ensure that our retirements are secure. |
The Motley Fool
November 2, 2010
Dan Caplinger |
This Will Cause the Next Financial Crisis Pension funds are getting desperate, turning to risky strategies to make minimal cash. |
CFO
February 1, 2009
Alix Stuart |
Plenty of Pain, a Dash of Relief A new law lets pension plans smooth out assets over two years, easing the crash of 2008. But it's a pittance in the face of falling corporate bond rates. |
BusinessWeek
June 13, 2005
Nanette Byrnes |
How the Garden State Dug a Hole Borrowing aimed at boosting the assets of New Jersey's pension plans went way awry. It's a lesson to governments everywhere. |
Wall Street & Technology
May 15, 2006 |
EFX Users Plateau, But Volume Increases A new study on electronic foreign exchange (eFX) trading shows a growth plateau among users, but a meaningful increase among fund managers and pension funds. |
Registered Rep.
November 15, 2011
Alan Lavine |
A Good Marriage: Life Insurance and Annuities What do you get when you splice together a life insurance policy and an immediate annuity? A reversionary annuity. Yes, that's a mouthful, but it carries some of the advantages of each and is ideal for certain kinds of clients. |
IDB America
February 2006 |
A Brighter Outlook for Pensions? The new book, A Quarter Century of Pension Reform in Latin America and the Caribbean: Lessons Learned and Next Steps, analyzes triumphs and pitfalls of the pension reforms that swept Latin America, and offers lessons for the road ahead. |
Financial Planning
December 1, 2007
Barbara H. Cane |
Heirs With Special Needs Here's how you can help your financial advisory clients prepare for the future of disabled loved ones. |
The Motley Fool
October 11, 2004
Chris Mallon |
The Perils of Pensions Once a no-lose situation for both management and employees, defined-benefit pension plans are now threatening to cripple some U.S. corporations. But the piper must be paid, and it's investors who will ultimately suffer. |
The Motley Fool
July 8, 2004
Robert Brokamp |
Retirement's Second Leg: Pensions How much retirement income can you expect from your company's pension plan? |
Inc.
May 2006 |
Playing Catch-Up A 50-year-old sole proprietor with an annual income of $300,000 could sock away $178,470 a year, tax-deferred, by investing in both a 401(k) plan and a pension fund. |
Finance & Development
September 1, 2002
De Ferranti et al. |
The Future of Pension Reform in Latin America The Latin American countries are at the vanguard of global pension reform. Eight have reformed their pension systems in the past 20 years, and additional reforms are now being considered throughout the region. Did the earlier reforms work? What should new reforms aim for? And are the ideas driving the reforms sound? |
