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Retirement Planning

Cost of Living Allowance (COLA)

"Welcome, students. Today, we'll be discussing the concept of Social Security benefits and its annual adjustments. As you may know, these adjustments are made to keep pace with the rising cost of living, also known as the Cost of Living Adjustment or COLA. This ensures that the benefits received by retirees and disabled individuals maintain their purchasing power over time. Let's delve deeper into this crucial aspect of the financial world."

IRA Transfer

When discussing IRA funds, it's important to understand the concept of a direct transfer. This refers to the movement of IRA funds from one provider to another without the o...

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Cash Balance Plan Definition

A cash-balance plan is a type of pension plan that differs from traditional plans in the way benefits are calculated. Instead of receiving an annual payout in retirement, wo...

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Fiduciary Duty

As a knowledgeable finance professor, it is important to understand the highest standard of responsibility held by investment advisors. This duty, known as fiduciary duty, r...

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Substantially Equal Periodic Payments

One commonly used method for accessing funds from an IRA before reaching the age of 59½ is through substantially equal payments. This approach allows for penalty-free distri...

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