Boomer Retirement

Is Your Pension Guaranteed? What does the PBGC Guarantee?

What happens if the company you worked for goes “belly up’?  Can the company you worked for terminate your plan?  What can a Boomer plan on? Employers can end a pension plan through a process called” Plan Termination”.  There are two ways an employer can terminate a pension plan.  The employer can end the plan …

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Lump Sum Payments vs. Annuity Option. What’s the Best For Your Retirement?

Whether you are receiving retirement funds, lottery winnings, or earnings from a legal settlement, often you must decide if you want your money in a lump sum payment or in annuity payments. The difference is that with a lump sum payment you receive all of the monies owed to you all at once, and with …

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Is Your Pension Safe When Your Company Files Bankruptcy?

If your company goes bankrupt what happens to your Pension?  Will you be left out in the cold?  Will the money you have been counting on for your retirement be gone?  Will you be forced into continuing to work, or even worse, be forced into returning to work after you have already retired? Safeguards Against Losing Your Pension …

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5 Essential Pre-retirement Investment and Planning Strategies

When you are in your 50s you will find yourself thinking more and more about your retirement. However, instead of thinking where you’ll travel to first in your caravan or which color the tiles in your remodeled bathroom should be, you’ll need to turn your mind back to financial matters for a little longer to …

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