Share this page | Email | Contact Us

Special Report on

Advice for Pension Investing

advice for pension investing special research report Photo by www.pfp.ie
Every month, Louis Basenese adds a sound dividend-paying company to The Ultimate Retirement Portfolio. And a top panel of experts discuss pertinent information on how you can properly plan for your retirement, including educational forays into important topics such as portfolio planning, insurance, estate planning, taxes and other retirement issues. As a service to Investment U readers, we’re releasing the monthly retirement commentary articles below. To learn more about joining The Oxford Club click here . May 2010 How to Protect Your Wealth From Inevitably Higher Taxes.. While there’s no way for us to discern ...
is an arrangement to provide people with an income when they are no longer earning a regular income from employment. Pensions should not be confused with severance pay ; the former is paid in regular installments, while the latter is paid in one lump sum. The terms retirement plan or superannuation refer to a pension granted upon retirement . Retirement plans may be set up by employers, insurance companies, the government or other institutions such as employer associations or trade unions. Called retirement plans in the USA, they are more commonly known as pension schemes in the UK and Ireland and superannuation plans in ...
REVIEWS AND OPINIONS
Check Out TheStreet.com Guide to Smart Investing in the Internet ...
This book is full of great advice. The internet changed the way people invest, research, buy, and sell stocks or other investments. The authors show readers how the internet can be used during the research process. I liked the information about how investors can use message boards. But the author warns readers that there might be people trying to manipulate prices by writing untrue statements about companies. I also enjoyed reading about the IPO Game. Individual investors have disadvantages when they decide to participate in IPOs. The three most powerful parties in the IPO process are the investment bankers, the corporations ... market research, surveys and trends
An a ? Z (almost) of Mortgages, Part 2 | Finances Blog | skapis.com
More commonly known as a buy-to-let mortgage, this type of deal involves getting a mortgage on a property which you intend to rent out to someone else. Instead of being calculated according to your income, an investment mortgage is calculated based on the projected income from your investment, for example a house being rented out as student accommodation. A BTL mortgage deposit is typically 10%, and is available is a repayment or interest-only option. Key Worker or Shared Ownership Mortgages – These are a newer type of deal which allows someone in rented accommodation from a Council or housing association to purchase part ... market research, surveys and trends

SURVEY RESULTS FOR
ADVICE FOR PENSION INVESTING

SEI Global Poll: 3rd Annual Liability Driven Investing Poll Finds ...
Global Quick Poll released today highlights trends during the past three years among pension plans around their adoption, understanding and management strategies of liability driven investing. To access the social media press release on SEI's website, please click http://www.seic.com/ldiglobalpoll . Key Findings: An SEI Global Quick Poll shows that the percentage of pensions employing a Liability Driven Investing strategy has nearly tripled over the past three years from 20 percent in 2007 to 54 percent in 2009. Ninety percent of respondents said "controlling year-to-year volatility of funded status" is the ... industry trends, business articles and survey research
Third Annual Liability Driven Investing (LDI) Poll: Globally, LDI ...
$30 million to more than US $5 billion in assets. ... In the US, more than half (51 percent) of the poll participants said they are currently implementing an ... The most popular benchmark for pension success identified in this ... investment, legal and/or tax advice. Please consult your financial/tax advisor for ... industry trends, business articles and survey research
RELATED NEWS
A piece-by-piece guide to financial overhaul law
Two years after the global financial system nearly collapsed, a vast revamping of regulation has been signed into law. The measure targets the risky banking and oversight failures that led to the last crisis. The goal is to make another crisis less likely -- and, if it does happen, less costly for taxpayers. Most of the new rules won't take effect right away. The Obama administration has a full year, for example, to empower a Bureau of Consumer Financial Protection that is being created. Regulators will take months to study dozens of issues in the 2,300-page law before drafting rules. Among them: Should the government limit ... market trends, news research and surveys resources
Money Makeover: Erring on the (wrong) side of caution
If Alice had her way, she'd never retire. The 52-year-old health-care worker earns $35,400 before taxes a year, and she worries about living on a restricted budget in retirement. And indeed, her finances may be tight once she retires. Alice will have a monthly pension payment from her work of at least $451 and she has about $46,000 combined in RRSPs and a locked-in retirement account. She also has more than $10,000 in a tax-free savings account (TFSA) and more than $23,000 in a high-interest savings account, keeping funds on hand for an emergency. "I already lost a job once in 1996," says the single mother of an adult son ... market trends, news research and surveys resources

INFORMATION RESOURCES

Investing in Socially Responsible Companies is a Must for Public ...
investment choices would be suitable for pension fund investing, the same logic would hold for .... advice, more often than not, is tainted by the vested ... technology research, surveys study and trend statistics
Fact Sheet: Proposed Regulation to Increase Workers' Access to ...
The Pension Protection Act of 2006 (PPA) amended the Employee Retirement Income Security Act of 1974 (ERISA) to create a new statutory exemption from the prohibited transaction rules to expand the availability of investment advice to participants in 401(k)-type plans and individual retirement accounts (IRAs), subject to safeguards and conditions. The Department of Labor (DOL) is publishing in the Federal Register a proposed rule to implement these PPA provisions and make investment advice more accessible for millions of ... technology research, surveys study and trend statistics
Financing Retirement: Saving, Investing, Spending and Insuring
Pension Protection Act. It is long (over 900 pages) and complex but ... Intheearly1990'sIlookedattheretirement saving and investment advice being offered ...
REAL TIME
ADVICE FOR PENSION INVESTING
QUESTIONS AND ANSWERS
Do I have a right to my pension? - Yahoo! Answers
I recently got fired from a company, but I can see that I still have some money sitting in a pension account. Do I still have a right to that? And when can I have that money? Sorry, I'm trying to plan a wedding and my dad lost his job so we lost our wedding budget too... =( I have both a pension and 401k. That's why I was asking. I already know about the 401k and the penalties. I'm just trying to figure out if I can access the pension at all... 3 months ago Member since: February 19, 2010 Total points: 53043 (Level 7) Badge Image: Contributing In: Other - Careers & Employment Credit Personal Finance ...
What is a SIPP? | LinkedIn Answers | LinkedIn
A SIPP is a Self Invested Personal Pension. Simply they are a means to invest to provide an income in retirement. For any personal contributions you make you receive tax relief from the Government based on your tax rate. Everyone has the 20% relief applied to the contribution but Higher rate tax payers have to claim back the additional relief (40%/50%/60% depending on earned income and this will change from next tax year). In this regard SIPPs are exactly the same as Stakeholder pension and Personal Pensions. SIPPs caught public and media attention around 2004/2005 because Gordon Brown (when Chancellor) announced that it would ...