Tag Archives: retirement planning

Hong Kong ORS and CRS (Common Reporting Standard)

27 Jun
Hong Kong ORS

The Hong Kong ORS is not exempt from CRS/FATCA reporting; which means the ORS is not recognized internationally for deferral of income. ORS402(b) is an exempt from CRS and FATCA reporting exempt beneficiary financial account. WE provide the whitepapers to explain the difference between a Hong Kong ORS and our private label ORS402(b). Overseas Financial […]

Experts Prove Most Financial Advisors Aren’t Giving the Best Retirement Advice

27 Apr
Retirement Advice

LEAWOOD, Kan., April 27, 2017 /PRNewswire/ — In their article “How to Beat the Conventional Wisdom: Part 1” published in Financial Advisor Magazine, retirement planning experts William Reichenstein, PhD, Principal, Retiree Income, and William Meyer, CEO, Retiree Income, discuss their latest research which debunks conventional wisdom around tax-efficient retirement withdrawals and proves a better way to […]

Trust Builders Expands Online Retirement Readiness Solutions for Financial Advisors

20 Apr
Retirement Readiness Solutions

DALLAS, Ore., April 20, 2017 /PRNewswire/ — Trust Builders, Inc. is announcing the release of the Maximum Allowable Contribution (MAC) module for the TRAK-Online retirement readiness portal. The MAC module allows advisors to calculate the maximum annual contribution to a 403(b) account and a 457 account, including the 402(g)(7) limit and double-up options. “Helping advisors […]

Transamerica Institute Announces “Improving Women’s Retirement Security”

23 Mar
Women's Retirement Security

Women face unique challenges and circumstances that put them at an even greater risk of not achieving a financially secure retirement, compared to men. A special one-hour edition of ClearPath – Your Roadmap to Health & Wealth will offer insights into the particular risks women face and clear-cut steps they can take to improve their […]

Seventeen Startling Facts That Sum Up Women’s Retirement Risks

02 Mar
Black and white image of women stretching on beach - Women's Retirement Risks

Today, nonprofit Transamerica Center for Retirement Studies® (TCRS) has released a new research report, Seventeen Facts About Women’s Retirement Outlook, which sheds light on vulnerabilities unique to women in their efforts to prepare for a secure retirement. The report is based on findings from TCRS’ 17th Annual Transamerica Retirement Survey of Workers, and is being […]

What The Kids Get – Planning Your Legacy So Your Final Wishes Come True

11 Nov
Portrait of beautiful girl in warm clothing - Your legacy

After a lifetime of working hard and saving faithfully, some people just want to enjoy retirement and spend their money without worrying about passing on anything to the next generation. But plenty of others are determined to leave a legacy – whether it’s by bequeathing a tidy sum to their children and grandchildren, or bestowing […]

Finding The Path To A Stable Retirement When Savings And Social Security Aren’t Enough

31 Aug
footprints on sand on the path to retirement

As much as American workers look forward to retirement, many of them also worry that retirement is a luxury they can’t afford. In fact, about one-fourth express concerns about running out of cash in retirement, according to a survey by the Indexed Annuity Leadership Council. The problem, says Marco Kozlowski, (www.marcokozlowski.com) an entrepreneur and business […]

It’s Outcome, Not Income, That Should Be Stressed In Retirement Planning

22 Aug
Retirement Planning

Retirement Planning? Most Americans are pessimistic about how well off they’ll be financially when they reach retirement. “People have a lot of worries and that’s understandable,” says Dan Carter, an Investment Advisor Representative for Safeguard Investment Advisory Group (www.safeguardinvestment.com). “Their savings may not be what they hoped for. Pensions for most people are a thing […]