This article has been updated for 2024. Real Estate in a Defined Benefit Plan: Introduction Real estate can be a great investment. It has the potential to provide “return” through monthly cash flow, asset appreciation, and the paydown of any outstanding loan balance. What’s more, these returns may be magnified through the use of financing […]

Real Estate in a Defined Benefit Plan

Real Estate in a Defined Benefit Plan. What Are the Considerations?

This article has been updated for 2024. Which Would You Choose? Imagine someone offers you a choice. You can have a lifetime annual annuity of $100,000 starting now or a $200,000 lifetime annuity starting in 10 years. Which option would you choose? Why? What factors would you consider in making your decision? Perhaps you would […]

Actuarial Equivalence in Defined Benefit Plans

Actuarial Equivalence in Defined Benefit Plans. What It Is. Why It Matters.