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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Before we get into creating a Retirement Spending Plan and share a link to the spreadsheet we use for this exercise, let’s first explore what a Retirement
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What is the optimal retirement age? Our retirement planning specialists guide you in the factors you should consider when asking yourself “what age should I
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The Value of Dynamic Withdrawal Rules
We have written in the past about the value of tax management strategies and mentioned that Vanguard, in their Advisor’s
I have no idea who originally said it, but we have all heard the line, "there are only two things in life that are certain: death and taxes."
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Retirement planning is still a relatively new discipline within the wealth management industry. Especially when it comes to asset decumulation, or the funding
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What is a bond, how does it work, and what are the various types of bonds that investors can purchase for their portfolio? Our retirement planning specialists
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Discover why a flat fee financial advisor is the best choice for retirees. Learn about the advantages of flat fee financial advice, including cost-effectiveness
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Why Do We Care About Taxes?
We care because we want to pay less of them to stretch or optimize our limited resources over our lifetimes. In retirement, there
Optimizing Limited Retirement Resources
Given their limited resources, retirees are often searching for ways to make the most of their situation. One of the
Suppose you could allow yourself a little flexibility in your spending plan. In that case, the application of dynamic withdrawal rules could materially increase