Retirement Key Deadlines Broken Down
Age 50 Catch-Up Contribution Eligibility IRA’s = +$1,000 (Total = $6,500) 401(k)’s & 403(b)’s = +$6,000 (Total = $24,500) Age 59 ½ No 10% early withdrawal penalty from IRA’s Age…
Takeaways from the 2017 Tax Cuts and Jobs Act
Key Takeaways: Taxes are on Sale! Many of the tax brackets have been lowered by 3%-4% on average The standard deduction has been doubled to $12,000 for single filers and…
When Is It The Right Time to Retire?
Before cutting your retirement cake and purchasing that new set of golf clubs, please make sure that you have made provisions to Protect the wealth you have Accumulated during your…
Stop Donating Money to the IRS
Tools for Tax Control Diversify among Account Types IRAs Roth IRAs Roth Conversions Tax-Deferred Accounts Social Security Timing QLACs SPIAs Life Insurance Tax Loss Harvesting Tax Managed Portfolio - Non-Qualified…
Why Distribution Planning is So Critical to Your Retirement Success
Properly blending tax-efficient income sources along with an intentionally designed asset spend down plan has a direct impact on the quality of your lifestyle in retirement. Distribution planning experts are…