Tax Planning for Retirement
Like the weather, the financial future is often difficult to predict. That’s one reason it’s so valuable to diversify your portfolio. By holding a mix of assets, you’re better positioned […]
Making Converts of Us
Sharing a “food for thought” article from Kiplinger regarding the potential advantage new lower marginal tax rates offer for Roth conversions. With the creation of a lower 24% marginal rate […]
Everything In Proportion
At first blush, the term “pro rata” sounds like the worst type of inscrutable legalese. But it’s an important concept for investors, especially for those considering IRA conversions or mulling […]
A Taxing Matter
It’s one thing to build up your retirement savings so you can retire, but equally important is the planning you should do to minimize the tax bite after retirement. The […]
Ins and Outs of In-Retirement Withdrawals
It’s one of the first questions I’m asked when someone first comes in for retirement planning. Being used to working and receiving a paycheck on a regular basis, where will […]