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Case Studies

Don't Miss 2023 Roth Conversion | Thrive Retirement Specialists
Anthony Watson | Oct 21, 2023

Why You Shouldn't Miss Your 2023 Roth Conversion

Tax Strategies

(READ TIME: ~5 MIN)

 

TAKEAWAYS:

  • Federal marginal tax rates are set to increase in 2026, providing taxpayers with a small window of opportunity to maximize
Read More
Avoid Paying More Than Taxes | Thrive Retirement Specialists
Anthony Watson | Sep 23, 2023

How to Avoid Paying More Than Your "Fair Share" of Taxes

Tax Strategies

(READ TIME: ~5 MIN)

 

TAKEAWAYS:

  • Despite being a powerful lever to drive retirement success, many retirees don’t have a well-thought-out tax plan.
  • A lack
Read More
Anthony Watson | Sep 9, 2023

Create a Withdrawal Strategy that Exploits Marginal Tax Rates

Tax Strategies
(~5 min) Maximizing the after-tax value of your savings requires taking money from the right places and executing strategies at the right time.
Read More
Use Liquidity to Protect You | Thrive Retirement Specialists
Anthony Watson | Aug 26, 2023

Low-Hanging Fruit: How to Use Liquidity to Protect Yourself from Retirement Risks

Retirement Strategies
(~6 min) While there is no silver bullet to protect retirees from all risks, integrating liquidity into your retirement income plan can have a material impact.
Read More
5 Considerations to Determine | Thrive Retirement Specialists
Anthony Watson | Aug 12, 2023

Five Considerations to Determine When to Start Retirement Planning

Retirement Strategies

(READ TIME: ~7 MIN)

 

TAKEAWAYS:

  • There are five valuable reasons to begin formal retirement planning well before retiring. 
  • How you feel about these five
Read More
Wield Your Retirement Hatchet | Thrive Retirement Specialists
Anthony Watson | Jul 29, 2023

Wield Your Retirement Hatchet (and Put the "4% Rule" On the Chopping Block)

Retirement Strategies

(READ TIME: ~5 MIN)

 

TAKEAWAYS:

  • There's no one "safe" portfolio withdrawal rate in a realistic retirement income plan despite the often cited "4% Rule."
Read More
Traditional Financial Plans | Thrive Retirement Specialists
Anthony Watson | Jul 15, 2023

Aim Higher Than "Not Running Out of Money"

Retirement Strategies
Don’t Let Retirement Planning Shortchange Your Future
Read More
Anthony Watson | Jul 1, 2023

Why Your Retirement Planning Shouldn’t Be Based on Pass or Fail

Retirement Strategies
Our retirement planning specialists share why your retirement plan shouldn’t be based on a pass or fail assumption and an alternative approach to help you
Read More
Anthony Watson | Sep 4, 2022

Retirement Planning in the Face of Low Expected Returns

Retirement Strategies
Expected market returns play a key role in a retirement plan. What can one do to improve their situation in light of lower expected returns besides the
Read More
Anthony Watson | Aug 21, 2022

Don't Miss Your 2022 Roth IRA Conversion

Tax Strategies

A Roth conversion is the act of converting traditional IRA assets (or pre-tax 401k assets through a rollover IRA) to a Roth IRA. Any amount of IRA assets can be

Read More
Anthony Watson | Aug 7, 2022

When Should I Start Retirement Planning?

Retirement Strategies
When should you start planning for retirement? And what factors can help you determine whether to plan for retirement on your own or with a retirement planning
Read More
Anthony Watson | Jul 24, 2022

Critical Risk During the "Retirement Red Zone"

Retirement Strategies
There are several reasons why retirement planning professionals recommend individuals/couples start retirement planning at least five years before they plan to
Read More

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