David Lerner Associates News

A 401(k) Primer - Answering 6 Common Questions

19 Jun 2014 - 401(k)s have become one of the most popular retirement savings vehicles in America but many people are not clear about how their plan really works. Here are 6 of the most common questions many people have about their plans.

David Lerner Associates: A Primer - Understanding Different Types of Life Insurance

29 Sep 2014 - Life insurance is different from most other types of insurance like health, car and homeowners insurance in at least one key respect: It covers against an event that is certain to occur at some point in time - the policyholder is death.

David Lerner Associates: Providing Lifetime Income with Immediate Annuities

29 Aug 2014 - Immediate annuities offer a financial alternative to assist in meeting retirement income needs by offering a steady stream of income tailored to continue through retirement.

Fixed vs Variable Annuities: Look Before You Leap

20 Dec 2012 - The potential for tax-deferred growth and a guaranteed stream of income can make annuities an attractive financial option for retirement. Investors fund an annuity with already-taxed dollars and that money then grows tax deferred until it is withdrawn.

Four Important Retirement Decisions

5 Apr 2013 - During the years leading up to and immediately following retirement, retirees and near-retirees have a number of important decisions to make.

How Stay-at-home Moms Can Prepare for Retirement

10 May 2013 - It is just as important for stay-at-home moms to plan for their retirement as it is for working moms.

How to Get the Most Out of Your 401(k) Plan

3 Jan 2014 - If you are enrolled and actively participating in a 401(k) retirement plan at your place of employment, congratulations. This is one of the best things individuals can do to help prepare for a financially secure retirement.

Is Retirement Obsolete?

17 Nov 2017 -

Times they are a-changing. Putting away money into a retirement annuity may not be enough anymore, and people are finding that they have to work longer than ever before.


Planning Your Financial Future

31 Jul 2017 - Having a strong financial plan is important no matter what stage of life you are in.

Roth IRAs - Making A Good Thing Better

28 Jan 2012 - In 1997, Congress made a good thing better when it created a new type of retirement savings account, the Roth IRA. Named after Senator William Roth, who introduced the legislation that created them.

SEP-IRAs - A Retirement Plan Option for Small Businesses

8 Feb 2012 - A SEP-IRA is a low-cost, easy-to-administer retirement plan that is often ideal for owners of small businesses and self-employed individuals. Sole proprietorships, S and C corporations, partnerships and LLCs all may qualify to establish a SEP-IRA.

Small Business Week: Retirement Plans

16 May 2015 - If you own a small company and you have not established a retirement savings plan, Small Business Week is the perfect time to review the situation. A retirement plan can assist you and your employees save for the future.

Understanding Annuities

23 Jan 2017 - An annuity is essentially a contract with an insurance company. You will typically pay the insurer a sum of money, and in exchange the insurer will commit to sending you regular payments immediately or in the future for the duration of the contract.

Understanding the In is and Out is of Roth IRAs

4 Feb 2014 - Since they were created by Congress in 1997, Roth IRAs have become one of the most popular retirement savings vehicles in America. Their popularity primarily stems from the fact that Roth IRA earnings can be withdrawn tax free in retirement.

What You Should Know About Retirement Plans

26 Jan 2012 - Retirement planning for Americans has changed drastically over the past few decades.Tthe bulk of responsibility for retirement saving has shifted to employees themselves

What You Should Know About the New myRA Retirement Accounts

1 Mar 2014 - In the 2014 State of the Union address President Obama announced that a new type of retirement account would soon be made available to U.S. workers - myRA.

Why Traditional IRAs Are So Popular

27 Jan 2012 - Millions of Americans have taken control of their retirement future by investing in Individual Retirement Accounts since IRAs were first introduced in 1975. IRAs have become one of the most popular retirement savings vehicle in America.

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  • Press Contacts

    Jake Mendlinger
    Account Manager
    Zimmerman/Edelson
    516.829.8374 X 232
    jmendlinger@zimmed.com
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