Hear from founder and president, Tim Doehrmann.
Changes in RMD ages provide more "gap years" for tax planning, allowing individuals to lower their lifetime tax liability. We also look at how capital gains on mutual funds affect taxes in retirement.
By implementing tax planning strategies, you can make informed decisions that maximize your retirement income and minimize your tax burden.
The U.S. income tax code has always had seven tax brackets based on income level, but the rates have fluctuated based on economic policies, political agendas, and societal needs.
Are you worried about the looming threat of a retirement tax bomb? In this short video, I'll explore what the main problem is and how it relates to paying too much in taxes during retirement!
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.
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.
We talk about more than just money. We look at the relationship of money, health, and time and how to maximize those resources to create memorable experiences throughout your life.
What's up with the housing market, and how is there a housing shortage?
Parts of the SECURE Act 2.0 go into effect January 1, 2023. There is a lot to unpack, but Tim hits on the highlights and how it will affect your retirement.
A good, comprehensive financial advisor can boost investment performance by using tax planning strategies, such as asset location. Here's how.
Tim talks about annuities and how to decide whether or not to include them in your retirement portfolio.
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.
Moving to a state with no income tax in retirement sounds great, but what about property taxes, sales taxes, and insurance rates? Move for lifestyle, not taxes!
Tim talks about how proposed guidance from the IRS about required minimum distributions (RMDs) from inherited IRAs could affect you or your heirs.
The jump to retirement is a big change after working full time for many years or decades. But what if you could start with a part-time retirement? Here's how!
2021 has been called the Great Resignation as Americans chose to leave their jobs in record numbers. But is the Great Resignation sustainable for retirees?
Raise your standard of living for half the cost by living abroad? Tim shares some benefits and tips for living abroad in retirement.
Are you considering Social Security? Tim gives you the facts beyond the headlines about Social Security being depleted sooner than expected.
Tim shares a recent Morningstar study about why investors underperform every year and how to improve your returns. I also tie in how advisors can add value.