The cost of being: A 70-year-old who can’t afford to retire yet
As part of our series exploring how New Zealanders live and our relationship with money, a high school learning support…
Rising interest rates make paying off your mortgage a preretirement priority
To future-proof your retirement, pay off your mortgage years before leaving the work force. Understandably, retirement prep is…
Two Indiana business partners agreed to split commissions from retirement seminars in 2019 without a written contract; after a money dispute, an October 15 appeals court upheld a $119,779 judgment against one partner
An oral business deal struck over financial seminars without a written contract has resulted in a $119,779 (£92,000)…
Butterfly Effect of State Mandates on 401(k) Plans
The “butterfly effect” created by MIT meteorologist Edward Lorenz postulates that small events that are part of an…
Getting the Family Office Planning Sequence Right: Insights from Nirav Dinesh Kumar Shah
Families can begin investing and establishing entities before considering how citizenship, tax residence and the next generation fit…
PM-VBRY: Financial literacy course must for new EPFO members to get ₹15,000 incentive—eligibility, how to claim it
First-time employees entering India’s formal workforce can receive a government incentive of up to ₹15,000 under the Pradhan…
Infrastructure First, Investment Second: Insights from Rossen Djounov
Every family office is different, but the ones that endure share a common foundation: governance, structure and the…
NPS Central platform launched: How subscribers can manage accounts, track contributions
The Pension Fund Regulatory and Development Authority (PFRDA) has launched NPS Central, a digital platform that allows National…
How to get Bill Bruford out of retirement, by the guy who did it
When Bill Bruford’s former tech Pete Roth asked the prog veteran to play jazz for fun, no one…
Beyond Borders, Beyond Generations: Rethinking the Family Office
A family office should begin with purpose and governance, not a label or a choice of jurisdiction. For…
Call for flexible i-Emas withdrawals
PETALING JAYA: Monthly withdrawals under the Employees Provident Fund’s (EPF) i-Emas scheme should be tailored according to individual…
She Retired at 55 After the AI Rally but Moving Her 401(k) Could Add a 10% Penalty to Her Social Security Bridge
Quick Read Rolling a 401(k) into an IRA after retiring at 55 eliminates the penalty-free withdrawal exception, adding…