Category: Investing

Investment Withdrawal Strategies Under the New Tax Plan

March 15, 2018 / 3:53 pm

investment withdrawal strategies

With all the turmoil surrounding the new GOP tax plan, many individuals are feeling uncertain about how the new regulations will affect them. On December 22, 2017, Trump signed the Republican tax bill, ensuring that the changes will go into effect beginning January 1, 2018. Once you take a deep breath and consider the implications, this actually means that the …

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Investment Withdrawal Strategies in an Uncertain World

February 22, 2018 / 5:36 pm

withdrawal strategies

Sometimes it feels like we plan and strategize and do everything we are supposed to do to optimize our investment withdrawals for retirement, and then the rules change at the last minute throwing all our hard work out the window. The ever-changing debate surrounding the tax code, concerns about the relationship between politics and the stock market, and worries about …

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A Few Things to Consider About Social Security

February 20, 2018 / 3:31 pm

social security

If you’re an American worker of a certain age you are probably thinking about Social Security and the role it may play in your plans for retirement. Despite talk that Social Security is going to disappear or run out of money to pay benefits, if you are planning on retiring in the next five to ten years, you are most …

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Should You Choose a Traditional or Roth IRA?

February 15, 2018 / 5:17 pm

roth IRA

With tax season just around the corner, it may be a good time to start thinking about your IRA contribution status. IRAs are a great way to supplement retirement savings plans that are offered through your employer, and the tax benefits are a great feature that you should optimize. Choosing between a Roth IRA and a traditional IRA can be …

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Smart Strategies for Investment Withdrawals

December 26, 2017 / 5:32 pm

investment withdrawal

You’ve put a lot of time and energy into saving money for retirement and now it’s time start withdrawing some of that money. Where do you start and how should you do it? You should do the same as you start drawing down the accounts, just as you used a strategy to save and invest for the future.   There is …

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