New clients came to me recently feeling very proud they could craft a retirement spending plan budget (see our Insight entitled "How to Create a Retirement
For individuals who are currently charitably inclined or who aspire to be at some point, a Donor Advised Fund (DAF) can be a great tool to unlock several
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I work with many physicians and other high-net-worth individuals who meet the "Accredited Investor" criteria to invest in alternative asset investments.
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Retirement Strategy Tips For Every Generation: How to Retire Early or With More Money in Your Pocket
No matter your generation, retirement is a reality we all will face, whether voluntary or forced. Following are retirement strategy tips to consider at every
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We have written on the tremendous value dynamic withdrawal rules can bring to a retirement plan through the strategy’s ability to manage sequence of returns
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KEY TAKEAWAYS:
- Cryptocurrencies are not true investments - they lack income, intrinsic value, and an expected real rate of return.
- Despite the hype
Key takeaways:
- Your retirement asset allocation should balance risk and return by aligning with your need, willingness, and ability to take risk, with risk
Last week, Morningstar published some new research entitled “The State of Retirement Income: Safe Withdrawal Rates” that claims the old “4% rule” should be
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KEY TAKEAWAYS:
- A Roth IRA conversion strategy creates value by lowering lifetime taxes, reducing required minimum distributions, and allowing tax-free growth.
- Tim
While estate planning is certainly not the most joyful part of the retirement planning process, planning for what might happen if you have an unexpected health
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A strategy of converting traditional IRA (or pre-tax 401k) balances to a Roth IRA is valuable for many.
Current Lower Tax Rates Set to Expire at the End of
This one financial product generates many questions...and some controversy. Annuities - are they good or bad?
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