Year End Tax Planning
Recently I was doing some end of year tax planning to check that I have sent in enough estimated tax payments to the appropriate taxing authorities. In going through this analysis I take advantage of a little known recent tax law change. Since we are nearing the end of the 2011 tax year, I thought […]
Retirement Income and Portfolio Expenses
For years you have been accumulating funds for your retirement. When your retirement date finally arrives, it is time to withdraw assets to pay for the retirement phase of your life. Developing a Safe Withdrawal Rate (SWR) is the single most important decision you will make regarding your retirement assets. Before getting into SWRs I […]
