Blog - Rodgers & Associates
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Articles by Rodgers & Associates’ Advisers

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What’s the Difference Between Premium Bonds and Discount Bonds?

Richard Elias

A premium bond has a coupon rate higher than the prevailing interest rate for that particular bond maturity and credit quality. A discount bond, in contrast, has a coupon rate lower than the prevailing interest rate for that particular bond maturity and credit quality.

Are Gifts to Children Tax-Deductible?

Richard Elias

There is a way to get a partial deduction for money that will eventually go to your children. A chari­table lead annuity trust gifts money to a charity first, and then passes assets to your benefi­ciaries.

Prudent Withdrawal Rate

Rick Rodgers

Even if the proba­bility of success for a 4% withdraw rate is less than some thought, it’s still strong when your portfolio is monitored actively.