Solvay Bank Educational Forum
 

December  2009
2009 Legislation in Review
The year 2009 saw several important changes, some of which may also affect you in 2010.
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Retirement: Does Your Withdrawal Strategy Need a Second Look?
In its simplest terms, a withdrawal rate is the percentage you withdraw from an investment portfolio in any particular year. However, in retirement income planning, what's important is not just your withdrawal rate, but your sustainable withdrawal rate.
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Retirement Issues to Watch in 2010
Recent years have seen a flurry of legislation impacting retirement plans. Here are some of the more significant changes that take effect in 2010.
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Ask the Experts: What is a short sale?
A short sale occurs when a mortgage lender allows a borrower (the short seller) to accept a sale offer that is less than ("short") the balance due on the outstanding loan.
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