Hear from founder and president, Tim Doehrmann.
![[Video] Limit Tax Liability in Retirement with Asset Location Thumbnail](https://static.twentyoverten.com/5c4205e5a8b62a3061fa2074/VEumo9R4dJL/TL.jpg)
In this podcast episode and on YouTube, I talk about how asset location can be combined with your desired asset allocation to reduce your taxable income.
Income annuities and fixed indexed annuities might be better than bonds for retirees, but it depends on your own situation and goals. Let's look at some options.
A good, comprehensive financial advisor can boost investment performance by using tax planning strategies, such as asset location. Here's how.
On Retire Your Way Radio, I talked about annuities and how to decide whether or not to include them in your retirement portfolio.
The investment landscape has greatly changed since the 1980s. Economic and societal change along with longer life expectancies are leading to recommendations of a greater allocation to equities if the client's risk tolerance will allow for it. This week I summarize a recent MarketWatch.com article about Bank of America's announcement regarding the end of the 60/40 portfolio.
Today I’m going to cover a listener question about dividend investing. I'll talk about five problems with dividend investing and also a better investment strategy. Check this out before deciding to add more companies to your portfolio that make regular cash payments to their investors.