Pension Seminar Taxes 
Money Talk
SEPTEMBER 28, 2023
Below are six take-aways about some recent seminars that I attended about longevity risk: Ticking Time Bomb - One speaker called longevity risk a “ticking time bomb” in financial planning. They must cope with issues such as lower trigger amounts for taxes on Social Security and Medicare and reduced guaranteed income.
Money Talk
MARCH 15, 2023
Below are some key things to know about annuities from a recent seminar that I attended: Complexity- Annuities are often sold as a “simple” investment but, in reality, they can be quite complicated. Three Types- Fixed annuities are like CDs, only tax-deferred, and guarantee a certain interest rate for a specified time period.
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Money Talk
SEPTEMBER 12, 2024
This post describes five changes in income and expenses that widowed persons can expect: Reduced Income - I heard this example at a recent seminar. If the husband dies first, the wife is left with $1,250 (50% of husband’s pension), $800-wife’s pension, and $2,000 (highest Social Security) for income of $4,050 ($48,600 annually).
Employee Benefits
NOVEMBER 15, 2023
So far, it has been delivered to approximately 80,000 of its UK employees. Kerry Shiels, pension and benefits director at BT, says: “It is very important that employees understand their BT pension and the retirement decisions they will need to make in the lead up to, and at, retirement. before financial education, to 4.1
Employee Benefits
NOVEMBER 15, 2023
Need to know: Employers can tailor content and communication channels to different employee groups to help with their pensions knowledge. Losing the jargon will make the language of pensions easier to understand and more relevant to staff. They could invest in financial coaching for a more personal approach to pensions education.
Employee Benefits
SEPTEMBER 6, 2023
Given cost of living worries and the notion this may be impacting pension savings, WEALTH at work conducted research* with employees to find out their thoughts into what’s happening in reality. It’s therefore more important than ever to ensure employees are engaged with their pensions.
Money Talk
AUGUST 31, 2023
I recently attended a seminar about financial concerns facing women in retirement. pension, Social Security, annuities, dividends/capital gains, full- or part -time employment, self-employment) minus fixed (e.g., Baby Boomers were “guinea pigs” for the use of 401(k)s, often as a substitute for defined benefit pensions.
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