Perfect Weather in the Abacos
Since my last post we have experienced the longest stretch of good weather we have ever experienced in the winter months. The month of February has been almost all sunshine and warm weather. Unfortunately, I spent the first 10 days in Maryland taking care of some personal business where the temperature was 13 degrees Fahrenheit […]
What assets should be placed in which retirement accounts
In my previous post I discussed about how I would prioritize my retirement savings. I suggested it would be prudent to invest in retirement accounts over time, with the goal of creating tax diversity. That is, by having funds in tax deferred, tax free, and taxable accounts. In this post I’ll discuss what type of […]
Retirement Tax Diversification
After my last blog post, I received a couple of questions concerning the concept of tax diversification. In this post I will discuss this topic as it relates to one of the biggest tax mistakes many future retirees make in their financial planning. It is known as “The Deferral Trap.”
