Tag: Retirement Planning

Cash Balance Plans

A new concept is evolving in the pension world that combines both features of a traditional defined contribution and defined plan. A cash balance plan is sometimes referred to as a “hybrid” plan as it allows for the high contributions of a defined benefit plan, but with the look, feel and portability of a defined contribution plan.

By |2022-05-03T18:31:13+00:00May 3rd, 2022|Blog, Retirement Planning|Comments Off on Cash Balance Plans

The Great Resignation or Great Retirement?

Mariella Foley wrote an article for Rethinking65 that touches on areas every advisor should consider when talking to clients who are considering a job change or retirement. Check out her 6 financial positions to with [...]

By |2022-04-22T22:10:25+00:00March 22nd, 2022|Uncategorized|Comments Off on The Great Resignation or Great Retirement?

Splitting Retirement Accounts in Divorce

When going through a divorce, the process of dividing assets can be a frustrating and confusing one. Retirement assets are an important issue in any divorce proceeding, since, after the marital home, they often represent the largest category of marital assets to be divided in a divorce settlement.

By |2021-07-07T12:45:15+00:00July 7th, 2021|Blog|Comments Off on Splitting Retirement Accounts in Divorce

Retirement Assets in a Divorce Settlement

This is the fourth blog in the Divorce and Finances series, addressing common questions I hear as a Certified Divorce Financial Analyst (CDFA) during the pre- and post-divorce process. This blog will address questions about retirement [...]

By |2021-09-03T13:28:57+00:00June 5th, 2021|Blog|Comments Off on Retirement Assets in a Divorce Settlement

Retire in Italy? A New 7% Flat Tax May Incentivize U.S. Citizens Looking to Retire Abroad

Living abroad has gained popularity for many U.S. citizens as they plan for how to spend their retirement years. Italy, an already popular retirement destination for many Americans, recently introduced a new tax incentive that may help further attract foreign retirees.

By |2021-11-03T15:03:10+00:00January 27th, 2021|Blog|Comments Off on Retire in Italy? A New 7% Flat Tax May Incentivize U.S. Citizens Looking to Retire Abroad

Top Five Questions Big Four Accounting Firm Partners Ask Us Prior to Retirement

Presenters will include partner, Presenters will include partner, Bruce Hyde, CPA, MS and wealth advisor, Taylor Thomas, CFP®. Round Table Wealth Management is a New York-based independent registered investment advisory firm founded twenty years ago and now manages in excess of $1 billion of assets.

By |2020-04-20T19:31:40+00:00April 16th, 2020|In the News, Webinars|Comments Off on Top Five Questions Big Four Accounting Firm Partners Ask Us Prior to Retirement