These Charitable Investment Strategies Deliver a ‘Three-fer’
September 25, 2017 -These three maneuvers will tend to deliver a higher tax benefit than writing a check and deducting it, and may even improve your portfolio.
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Managing wealth is a complex and ever-evolving subject. Here you will find independent insights into the markets, articles and research on wealth management strategies and tactics, and financial assessment tools to explore.
These three maneuvers will tend to deliver a higher tax benefit than writing a check and deducting it, and may even improve your portfolio.
Where you go for required minimum distributions will usually have a bigger impact than when you go.
The withdrawal rate from a portfolio can make or break a retirement plan.
Carefully evaluate planning strategies that can help mitigate retirement healthcare costs
Tips on withdrawal sequencing, maximizing your deductions, and more
A combination of incremental, not revolutionary, changes can help bridge the gap.
Americans need better access to retirement plans, help with the drawdown phase.
They can be illiquid and higher risk, but they can provide diversification and additional growth opportunities, too.
Cost and quality of care can vary dramatically from region to region.
Many Americans expect to close retirement plan gaps by working longer, but the strategy comes with its own risks.
How one partner’s longer life expectancy affects withdrawal rates, asset allocation, Social Security, and more
Making better, more-informed decisions that will improve investment performance and reduce portfolio risk
When properly drafted, grantor trusts can be a powerful tool for estate planning and wealth transfer.
Implementing the right systems can help keep valuable financial records safe, accessible, and organized.
Key financial priorities for investors in the peak earnings years of their 40s and 50s.
From contributions to conversions to distributions, do not fall into these traps
Proper accounting of cost basis is essential to avoid paying more taxes than you need to.
There are cases where owning life insurance in retirement makes sense
Our take on the March 2017 interest rate hike
