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.”
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 […]
