Tags » Cash Balance

Should I take out my pension early?

Before I quit my job to go back to business school, I became fully vested in my company’s retirement plan. Besides my 401(k) plan, which I rolled over to an IRA with Fidelity, I also have a Cash Balance benefit plan. 262 more words


Royal Mail's pension; kick out the experts

A wage in retirement – not a dump of cash

At the back end of last week,  Royal Mail rejected the CWU’s proposal to establish a new defined benefit scheme designed to keep posties accruing a pension based on career average earnings. 1,264 more words


Insulating Clients from Increased Tax Liability and Underfunded Retirement

When used in the same sentence, the words “change” and “tax code” are seldom associated with good news.

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