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Sequence of Returns Risk
As seen in Partners Advantage
This video can help you be seen as an authority on retirement income strategies and educate clients on sequence of returns risk. It also shows the difference in the longevity of retirement income when withdrawals are started during a down market compared to an up market – while having the same average rate of return. Watch the full video below!
Mortgage interest isn't deductible itself but instead contributes to passive activity losses. If you want to maximize the tax efficiency of real estate investment holdings, equities in a business entity are more efficient.
A pension is a steady payment you receive over a specific amount of time from a public or private fund set up by your employer. Throughout your employment, you’ll make contributions to your pension, and they will pool with funds from other employees and accrue interest.
Regardless of your age, asset allocation should be based on when the funds will be needed. Funds that will need to be accessed within two years should reside in assets such as cash or short-term debt securities such as treasury bills or notes.
How market volatility and withdrawal timing impact retirement income. This video can help you be seen as an authority on retirement income strategies and educate clients on sequence of returns risk.
If you had more money, would it solve all your fights about money? Maybe some of them, if you and your significant other are at odds only because of a scarcity of resources in your household.
Creating an estate plan is a task that routinely gets pushed to the bottom of the pile. Some assume that estate plans are only for the wealthy. Others may simply want to avoid some of the tough topics estate planning entails.
Understanding how Social Security benefits work can be a challenge: There are a lot of rules, the formulas can seem complex, and making decisions with incomplete or incorrect information could end up costing you. That's why it's important to work with financial professionals to develop a Social Security claiming strategy for your overall retirement income plan.
You may be familiar with Health Savings Accounts (HSAs). These accounts have been around now for a while. They work with high deductible health insurance and are known for their triple tax benefits. Contributions can be deducted.