Carla Fried

Displaying 2 results
RETIREMENT RETIREMENT PLANNING JUL 16, 2014
The tax break 89% of eligible Americans are missing

One study found that even if your tax rate is the same now as it will be after retirement, a Roth 401(k) is still the better bet.

RETIREMENT RETIREMENT PLANNING MAY 30, 2014
Pension dilemma: lump sum now, or income stream later?

Companies eager to “de-risk” their long-term pension obligations are expected to increasingly offer voluntary one-time lump sum payments to former employees as an alternative to a pension's stream of lifetime income.