Birthday Reminders: 9 Important Milestones to Remember as You Prepare for Retirement
No matter when you decide to stop or phase-out of work, there are some important milestones to remember and plan for:
QCDs – An Underutilized Philanthropic and Tax-Planning Tool
QCDs (Qualified Charitable Distributions) are not widely utilized but can be very beneficial to taxpayers aged 70 1/2 or older, who are charitably inclined and carry high IRA balances.
Unlocking the Power of Roth IRAs: Maximize Your Returns with One of the Best Tax Shelters!
Introduced in 1998, the Roth IRA revolutionized retirement saving, offering tax-free investment growth. Over the last 25 years, limits increased, income caps adjusted, and conversion rules eased, making it attractive to savers at all levels. Now, investors have five avenues to leverage Roth accounts for tax-free compounding.
Retiring Abroad: What Are The Financial Implications? Part 2
Retiring abroad does create complex personal finance issues regarding cross-border payments, investments, taxes, and healthcare decisions. This is the 2nd part of our previous piece.
Retiring Abroad: What Are The Financial Implications? Part 1
Retiring abroad does create complex personal finance issues regarding cross-border payments, investments, taxes, and healthcare decisions.
How Much Can I Safely Spend from My Portfolio?
This is among the most common questions we receive from clients, many of whom are either already retired or nearing retirement. It is an important issue and one that often prompts investors to seek out professional help from an advisor.