We wanted to bring up a tax savings technique that you may not be aware of. IRA owners can elect to gift some of their required minimum distribution to a
More Americans are retiring earlier than you might think
Planning for retirement is without a doubt a long-term project that takes years of saving and
This isn’t our parents’ or grandparents’ retirement anymore. Just a few decades ago, many retirees enjoyed the full benefits of the “three-legged stool” of
On December 20th, President Trump signed into law the SECURE Act, which makes significant changes to retirement savings plans. The bill was signed into law with
As of December 2018, more than 43.7 million retired Americans collected Social Security, with more than 8 million disabled workers collecting benefits as well
If you’ve only just begun your career and are starting to collect a decent paycheck, the last thing on your mind is probably retirement planning. When you’re in
Part III: Total-Return Investing for Solid Construction
As we’ve discussed in the first two parts of this three-part series, we do not recommend turning to
Part II: High-Yield Bonds – Sticks and Stones Can Break You
In Part I of our three-part series on investing for retirement income in low-rate environments
Part I: Dividend-Yielding Stocks – A Straw Strategy
If ever there were an appropriate analogy for how to invest for retirement, it would be the classic fable
No. We don’t use the safe withdrawal rate. I do apply it as a reasonability check to your tailor made retirement solution, but it is not a point of our
While our extended longevity should be greeted with gratitude for the possibility of enjoying a longer life with our grandchildren, many retirees are
The need for retirement planning didn’t really exist until well into the 1970s. Up to that point, people worked until age 65, spent a few years in leisure
