Clearing Up QCD Confusion
July 7, 2021 -As this strategy becomes more commonplace, so do questions about how to execute it.
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As this strategy becomes more commonplace, so do questions about how to execute it.
Not even experts agree about the ‘right’ withdrawal rate, long-term-care insurance, and annuities.
How you can help your loved ones get on the right track financially, even in a pandemic.
Who does not love dividends?
Here’s what investors should keep in mind and plan for in 2021 as President Biden and the post-Blue Wave Democratic majorities in the House and Senate plan a major individual and estate tax overhaul.
Calculating a customized inflation rate is better than using a blunt measure like CPI.
What looms on the horizon and how to prepare yourself.
The late 50s and early 60s are the perfect age for investors to embark on a savings sprint, assess the viability of their portfolio, and build out their stake in safer securities.
A lower starting withdrawal rate does not guarantee you will have to live on less.
Investing can be complicated, but common portfolio guidelines can be a good starting point.
Do not put off this important piece of the financial planning process.
What investors and business owners need to consider
Significant new COVID relief is now available for businesses.
The year 2020 was like no other in many ways, and thus far into 2021, the 2020 mantra “expect the unexpected” rings true.
These forms can yield valuable intelligence about your portfolio’s asset location and tax efficiency.
We examine the impact of COVID-19 on long-term care.
Communicate early and often with your family about what to expect after you are gone.
