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Potential for a Market Correction When Drawing Income From Your Retirement Accounts
There are Many Risks in Retirement, But, With Today’s Market Valuation, One of The Biggest Risks is The Potential for a Market Correction While You Are Drawing Income From Your Retirement Accounts. Academically, this risk is...
Read MoreAre you taking advantage of tax breaks through qualified charitable distributions?
Everyone who is subject to Required Minimum Distributions who gives to a charity should use Qualified Charitable Distributions (QCDs), but must qualify by being age 70 ½ or over. Say for example you give $10,000 to your church...
Read MoreThe Rally in 2019
A TALE OF TWO ASSETS BY: KEZIA SAMUEL, CAIA INVESTMENT COMMITTEE MEMBER SENIOR VP, CHIEF PORTFOLIO STRATEGIST So far, 2019 has proven to be a very different year in markets compared to 2018. Prospects of a U.S./China trade deal and a...
Read MoreHow to prepare for tax season
THE TAX CUTS AND JOBS ACT The countdown begins. Once the clock rolls us into 2019, tax season gets underway. The old calendar year, 2018, will have been put officially to rest.Deductions from your paychecks and other income sources...
Read MoreNow is the time to seize the day
Last January, the feature articles in our newsletter were “Celebrating the 20th Anniversary of the Roth IRA”, and “Highlights of the Trump Tax Plan”. Many of you have taken advantage of funding Roth IRAs and...
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Accumulation, Preservation & Distribution Planning
In speaking to hundreds of people approaching retirement each year, I very rarely hear people understanding the three phases of money. Let’s start with the accumulation phase. When we are accumulating assets, we are typically...
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