Andy Smith is a Certified Financial Planner (CFP®), licensed realtor and educator with over 35 years of diverse financial management experience. He is an expert on personal finance, corporate finance ...

Managing income distribution in retirement is essential to ensure your savings meet your current needs, last throughout your lifetime and minimize tax liabilities. With thoughtful planning, retirees ...

Our firm has worked with retirees for over 30 years, and it is a common practice to help our clients turn their nest eggs into a reliable retirement income stream. Investors seem to have a variety of ...

This paper was presented at the First Conference of the Americas, held by the Organization of American States in Washington on 6 March 1998. Great social inequality has long been a frustrating feature ...

The above funds have adopted a managed distribution plan. Under a managed distribution plan, to the extent that sufficient investment income is not available monthly, the fund will distribute ...