The (Less) Secure Act & Coming Death of the Stretch IRA

While partisan politics rage, the U.S. House of Representatives nearly unanimously passed a bill that would reform key aspects of America’s retirement laws.  The SECURE Act passed in a 417-3 vote in May and contains a provision to eliminate the Stretch … Continue reading

Dynamic Strategy: Retirement Income Planning Series – Part 4

When building a financial plan that’s based around investing, it’s important to take into account a handful of dynamic elements that will likely vary quite a bit throughout your retirement. Tune in to our fourth installment of the series to hear how you can organize your plan around dynamic market expectations, dynamic allocations, and dynamic spending. Continue reading

Total Return Portfolio: Retirement Income Planning Series – Part 3

If you’re taking a probability-based approach to investing as we discussed in the first part of this series, you’ll need to build a strategy for how to most efficiently invest your savings to provide an income throughout retirement. That’s where the Total Return Portfolio comes into play. Continue reading

Episode #15: Integrated Advice Is Better Advice

When it comes to building a holistic retirement plan, all of the individual pieces should be working together harmoniously, whether that’s planning, investing, or taxes. Let’s talk about why integrated advice is often hard to come by, and why it’s crucial to building a successful retirement plan. Continue reading