If you have $5 million in total assets and you’re interested in retirement, the good news is that you can sustain a pretty hearty annual income from withdrawals for... Read More
If you have money in the Thrift Savings Plan you receive an document called a Lifetime income illustration each year. This document outlines an estimated annuity payment you may... Read More
When should you withdraw money from a Roth account in retirement? Roth IRAs and Roth 401(k)s are excellent long-term retirement accounts. The money in these accounts grows tax-free, and... Read More
The current stock market concentration has been the subject of much recent press, analysis, and commentary. Companies known as the “Magnificent 7” have become so large that they now... Read More
There is no specific timeframe where you need to update your estate documents. Many times, you can go many years without needing to update your wills, trusts, or power... Read More
How does the state of Iowa protect you if your annuity or life insurance company fails? If you are a resident of the state of Iowa and purchased an... Read More
There are many alternatives to CDs that investors never consider. While bank CDs provide excellent protection for savings, there can be significant advantages when using alternatives for high-income households... Read More
If you are age 59 and a half or older, your 401(k) may have an option that allows you to roll money from your 401(k) into an IRA tax... Read More
For most retirees, you won’t need to pay estimated income taxes. That’s one less thing to do each quarter! However, there are a few circumstances when paying estimated taxes... Read More
You may already know that donating through a Donor-Advised Fund (DAF) is an excellent way to support charitable causes while also receiving potential tax benefits, but there are a... Read More
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