Since the first segment rate is representative of lower-maturity bonds, we thought a good comparison to start with would be to the federal funds rate, which is the rate at which banks loan money to each other overnight.
Several oil and gas companies in the Houston area still have defined benefit plans such as Chevron, ConocoPhillips, ExxonMobil, and Schlumberger,. These plans all calculate a pension annuity payment for their retiring employees. A subset of defined benefit plans allow one of the most powerful forms of payment available: the lump sum.
Most workers overestimate when they'll retire and end up retiring earlier than they had thought. Are you retirement-ready?
Building on the series of articles written about the advantages and practical uses of the after-tax dollars in your 401(k) or savings plan, today we explore an often-overlooked feature of the Roth IRA; higher education expenses.
The following article is part three in a series on important tax related decisions our clients encounter at retirement. For additional insights, follow our team at www.BairdRetirementManagement.com
If the lead-up to retirement is all about saving money, retirement is all about making that money last. That means avoiding surprise expenses and managing your nest egg wisely.
Below is a link to the information the Pfeil Leatherwood Group commonly collects for a full retirement analysis.
Find out if your Chevron lump sum went up or down this month.
Robert W. Baird & Co. Incorporated
P.O. Box 0672
Milwaukee, WI 53201-0672
© 2019 Baird Retirement Management.
All Rights Reserved
