Here it comes again… F. E. A. R. This time manifest from headlines of the U.S. dollar’s demise as a reserve currency, spiraling inflation, low growth and an expressway to investment-return hell. Continue reading
Podcast
How Tax-Smart Income Targeting Can Allow You To Save Taxes & Retire Earlier
Peel back the onion on income targeting – a critical part of a successful retiree’s overall Tax-Smart Distribution Planning. Learn how this type of planning, coupled with careful “Asset Location” decisions, can save a lot in tax over a multitude of years, allowing you to potentially retire earlier, spend more, or give more. Continue reading
Income Targeting – Should We Even Care About IRMAA?
Hear Tyler discuss IRMAA and its impact on your tax-smart retirement income planning. And be sure to pay attention to the broader framework of how to think about income targeting, which we’ll dive into in more detail in an upcoming episode. Continue reading
Do You Have Unrealistic Portfolio Return Expectations?
In this episode, Tyler Emrick CFA®, CFP® explores the disconnect between some investors’ return expectations. Learn common mistakes people make and traps they may then fall into. Continue reading
Uncommon Reasons For Roth Conversions
In this episode, Tyler Emrick CFA®, CFP® talks through the financial impacts of implementing a well-thought-out Roth conversion strategy. Learn less common reasons — legacy planning and in the event your spouse survives you for an extended period — that conversions can make great sense. Continue reading