Tag Archives: Early Retirement

Top 20 Best Foreign Retirement Havens

14 Feb
Papaya hotel and retirement resort Antigua

Most foreign pension plans are likely characterized as trusts for U.S. tax purposes. Neither the statute nor the regulations define the term “employees’ trust.” However, if a foreign pension (i.e., the trust): (i) was created by a foreign employer, (ii) is administered by the foreign employer, and (iii) is more than half funded by the […]

Fidelity Research Institute Retirement Index

13 Mar
Stairs by Czech architect Jan Blažej Santini-Aichel (1677-1723), Church of the Assumption of Our Lady and Saint John the Baptist, Kutná Hora, Czech Republic - Retirement

Special Focus on Retirees Shows High Incidence of Forced Early Retirement Due to Health Reasons and Higher Monthly Expenses than Anticipated BOSTON–(BUSINESS WIRE)–The Fidelity Research Institute today announced the findings of its 2007 Retirement Index, which showed the typical working American household is on track to replace 58 percent of their income in retirement – […]