This coming June 1st will mark the 20th anniversary of Bristlecone. Many of you were there with us at the beginning of the firm, many more have joined since. We deeply appreciate the trust each of you has placed in us over the years.
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 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 does create complex personal finance issues regarding cross-border payments, investments, taxes, and healthcare decisions.
Rather than pay attention to these useless oracles, we stick to a disciplined investment strategy that has delivered predictable long-term outcomes through different types of—unpredictable—market environments: diversify across asset classes and ride out the cycles.
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.