Overview of the Pension Protection Act of 2006

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Pay Attention to Clients' Pensions

Pensions aren't quite as much in the red as they were a year ago. However, a number of well-known companies are still seriously underfunded, and another market setback could have long-reaching ramifications. Here's what to watch for and what to recommend to clients to protect their retirement income.

Lump Sum vs. Annuities: Help Retirees Evaluate Their Pension Options

Investors are often conflicted about whether they should take their retirement assets in a lump sum or an annuity. New laws stipulate that employers must give retirees a relative-values disclosure statement. But clients will still need advice on which distribution option is best for them.

Key Financial Data for 2006

Here are all the brackets, thresholds, exemptions, and numbers you need to advise clients this year on taxes, retirement, estate planning, Social Security, mortgages, and more.