Our New Three-Legged Stool™ strategy and R/D Factor™ help us keep taxes lower for our clients in retirement
Look for opportunities created by lower markets, which include evaluating employer stock, performing Roth conversions, and investing before the market rebounds.
Learn how to make the final year before retirement worry-free by addressing key concerns, from budgeting to benefits.
In planning for retirement, how you save is just as important as how much you save. Learn how you can save tax-efficiently by diversifying your assets across accounts that are taxed differently.
The 10-year period before you retire can matter more to your retirement success than any other.
Since the majority of retirees take more than their RMD annually, new life expectancy tables should not have a significant impact.
Get familiar with the Alternative Minimum Tax and learn what triggers this part of the tax code.
It’s never too early to start planning for retirement. By setting a strategy— and sticking to it—you can help achieve your goal of financial independence sooner.
Learn how to weigh the benefits and drawbacks of taking a lump-sum cash payout from your pension plan.
Use these tips and strategies about spending, saving, and asset allocation to reach your retirement goals.
How to avoid taking a 50% tax penalty on your required minimum distributions (RMD) and how to correct missed RMDs.
The question of where to live in retirement is a very personal decision and the right answer will depend on many factors.
Are Qualified Charitable Distributions (QCD) Permitted from SEP IRA, SIMPLE IRA, 401(k) or 403(b) Accounts?
Qualified Charitable Distributions (QCDs) can be given from some accounts other than IRAs to eliminate tax on donations. Learn how to plan effectively to minimize future tax liability.
There are a few tax strategies for retirees that could increase your refund or at least help to trim the tax you owe.
Understand how the IRS differentiates between these investments when planning how to use the property personally.
Social Security gives workers the option to take benefits anytime between the ages of 62 and 70, and it offers some incentives to those who are willing to wait. Waiting…
Concierge medicine1 is a type of doctor/patient relationship in which patients pay an annual retainer fee to their doctor in exchange for more personal care. The doctor can then limit their…
Special purpose entities in PA allow individual donors to participate in tax credits previously only available to businesses.
Gifting through a Qualified Charitable Distribution can be one way to keep the tax benefits of a donation. Learn about the rules and benefits of QCDs.
Did you know retirement income is not taxed by all states? We’ll help you determine which state is best for retirement on this edition of Project Wealth.