A father dies. There is a pension and 2 children. Only one person can be named beneficiary. How do you handle the taxes? [more inside]
posted on Jun 16, 2008 - 7 answers

PersonalFinanceFilter: 25 year old looking to start making payments into something pensionesque, but with an international bent. Any suggestions? [more inside]
posted on May 15, 2008 - 6 answers

My union offers its members a pension plan that allows its participants to allocate their investments in several types of funds (large cap, small cap, money market, etc). How can I convince my association's pension plan fund manager that they can offer a socially responsible fund as an additional option without violating their fiduciary responsibility?
posted on Apr 9, 2008 - 8 answers

How can I figure out where a deposit in a deceased person's bank account is coming from? [more inside]
posted on Feb 8, 2008 - 5 answers

What preparations should I make for getting old? [more inside]
posted on Feb 4, 2008 - 33 answers

Stake Holder Pension (UK): Is £19 interest for a year correct? [more inside]
posted on Dec 5, 2007 - 2 answers

They're changing the pension benefits. Can anything be done? [more inside]
posted on Aug 24, 2007 - 9 answers

Company pensions. Good idea? Bad idea? [more inside]
posted on Aug 6, 2007 - 9 answers

My parents decided they want to visit Munich during the Oktoberfest. Every hotel or B&B near the town center seems to be booked or prohibitively expensive during this time. Can anybody recommend lodgings or other areas in which to look for lodgings that are not directly in the town center? [more inside]
posted on Jun 21, 2007 - 4 answers

I can get a civil service pension. Yay! This could be a final salary pension. Yay! But is this really my best option? No, really, is it? Please help me understand my pension options, preferably using chocolate confectionery as a teaching aid. [more inside]
posted on Jun 8, 2007 - 15 answers

What does "plan earnings are below ERISA minimum funding levels" mean? [more inside]
posted on Jan 25, 2007 - 3 answers

My father worked at a big american firm (you've heard of it) for 4 years and 2 months and then was laid off in a press-covered company-wide layoff. His benefits package says he's eligible for pension after 5 years of service but it also says "If you are on an approved leave or layoff, you will receive up to 12 months of vesting and benefit service credit for the period of your leave or layoff." When contacted, the company said this was an "involuntary separation" so doesn't count. What should he do? The pension would be his main source of income when he retires. [more inside]
posted on Jan 1, 2007 - 11 answers

My friend is a USA citizen permanently residing in Australia. What are the taxation consequences of choosing to invest a windfall in the USA rather than Australia? [more inside]
posted on Sep 4, 2006 - 4 answers

What is the percentage of workers, in the private sector, that now receive pensions? [more inside]
posted on Aug 1, 2006 - 11 answers

How can I start saving for retirement when my career will likely take me from the USA to New Zealand? I wish to benefit from the tax-free nature of a saving scheme like the 401k plans, but I do not expect to spend all that much of my career (or lifetime) in the USA. Is there any way to move 401k savings to a similar scheme in New Zealand without losing it all to the tax penalties for early withdrawal? Are there any cunning alternatives? [more inside]
posted on Jan 4, 2006 - 11 answers

Can a person collect under both the Canada Pension Plan and U.S. Social Security, based on qualifying work in both countries? [more inside]
posted on Dec 27, 2005 - 2 answers

Is there an easy way to find out what companies provide their employees with a pension and medical benefits after a certain period of time working there? I am looking for a centralized list or such that would tell me all those companies that are local-as I want to look at working at a company like that. A centralized list probably doesn't exist. How do you find out if there isn't a centralized place?
posted on Jun 3, 2004 - 2 answers