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Posts from the ‘Defined Benefit’ category

IRS Sees Mortality Shadow: 12 More Months of Lump Sum Windows?



In the hamlet of Punxsutawney, PA — a mere 90 minute drive northeast of my current blogging location — thousands of revelers gather each February 2 to see whether or not a groundhog will be frightened of its own shadow. The climax of the proceedings occurs when the groundhog,…

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LDI Déjà vu



Undoubtedly marking a high point in Tom Cruise’s storied career, I have selected one of his films to serve as a defined benefit (DB) metaphor for the second time in three blogs!   This time, it is the 2014 sci-fi thriller Edge of Tomorrow (confusingly released to video under a different name:…

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