Hear from founder and president, Tim Doehrmann.
Look at a real-life case study of a couple worth $2.4 million sitting on a "tax bomb." Tim's strategy of Roth conversions and withdrawal planning could save them $2.2 million!
Tim discusses Dave Ramsey's controversial recommendation that retirees invest 100% in equities and withdraw 8% annually.
Which accounts will serve you best in retirement? Tim breaks down the key factors to consider during your retirement planning and stresses the importance of balancing cash inflows vs. cash outflows.
Tim shares how calculating your retirement expenses and choosing the right investment accounts can mean the difference between living your retirement lifestyle dreams and running out of money!
Tim covers the problem and how it can lead to an income tax bomb and a Medicare tax bomb. He also discusses the widow's tax and how an income tax bomb can affect your heirs.
A break-even analysis is useful for comparing investments, but Social Security is not an investment. Social Security is more like an insurance policy.
Tim shares a list of 7-figure retirement dos and don’ts. List lovers will appreciate these 8 financial tips for a successful retirement.
Tim talks about 4 financial mistakes made in 2020 and 3 general financial mistakes that are not specific to 2020.
Tim describes how dynamic distribution with guardrails works for on-going retirement income and how we determine how much money you can safely withdraw from your investments in retirement.
There are several nuances to inheriting an IRA, depending on the relationship of the beneficiary to the IRA owner, whether the IRA was funded with pretax money, and whether the account owner was required to take RMDs.
We focus on tax planning here at Eagle Ridge Wealth Advisors. Today Tim covers four ways to use charitable giving to your advantage to reduce your tax liability.
Does The SECURE Act address millions of Americans that are unprepared for retirement? Tim reviews 7 provisions of The SECURE Act and how they might affect you.
Optimizing Social Security is one of the biggest value-adds a good advisor can provide to the retirement planning process.