In many, but not all, instances, a trust is a better option than naming an individual.
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Seven things to do in the decade before retirement. Download client-use workbook.
Plans have both fiduciary requirements and practical motivations to make timely delivery of vested benefits.
The number of people who received retirement benefits from the Social Security Administration rose 900,000 to 46.4 million in March, the smallest year-over-year gain since April 2009.
The unprecedented surge in shares and home values during an economic crisis is easing the retirement path for those who have savings and investments.
The importance of conservative assumptions.