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Weekly Published Article
4-29-23 – Common Misconceptions About Taxes In Retirement
One of the biggest factors in a successful retirement plan, if not the biggest, is tax efficiency. Unfortunately though, most pre-retirees or retirees do not give any thought to taxation in retirement or have a plan in place to become as tax efficient in retirement as possible. In fact, when faced with taxation questions, most retirees have no idea of the correct answer.
4-22-23 – April 2023 Question Of The Month
“Hi, Brian. Per your advice a couple years ago, we purchased I-Bonds. That was great advice, and we continue to receive a great safe rate of return. However, we heard the renewal rate is expected to go down, and since CD and money market rates have come up, should we now sell the I-Bonds and redirect that money elsewhere? Thank you.” Tim and Rita.
4-15-23 – Do You Hear A Ticking Sound Inside Your Traditional 401(k), 403(b), Or IRA?
The continual ‘tick’ sound is the typical sound of a bomb about to go off. Fortunately, for most of us, that sound is only heard in the movies. However, this sound may now be a very realistic reality in real life concerning your traditional IRA, 401(k), and 403(b) retirement savings plans. So, what are you going to do?
4-8-23 – It’s Not About How You Look; It’s Just That You Win
In today’s day and age, many people care more about style and looking good than winning and being successful. Unfortunately, that objective can really hurt you. This is especially true when it comes to investing because it can really make a big difference in the ultimate value of your retirement plan.