This helpful workbook provides step-by-step guidelines for married employees in a defined benefit pension plan who must decide between an employee-only annuity and a joint and survivor annuity that pays pension benefits during an employee's lifetime as well as during the lifetime of a surviving spouse. Income and expense worksheets will help the user evaluate how much money is needed for retirement. Tables on life expectancy and lump-sum pension values are handy tools that will also help with the decision-making process.
|
Quantity
|
Member Price/Book
|
Nonmember Price/Book
|
|
1 - 24
|
$13.95
|
$18.95
|
|
25 – 99
|
$10.95
|
$14.95
|
|
100+
|
$9.95
|
$13.95
|
Keywords: retirement|pensions|ERISA|life expectancy|joint and survivor pension|pop-up option|lump-sum values|worksheets|unmarried|Retirement Equity Act|planning|wills|health status|health histories|financial advisor|estate planning|assets|life insurance|marketable investments|annual disbursements
Click to view a sample chapter.
Have questions? Contact the Bookstore at (888) 334-3327, option 4, or bookstore@ifebp.org