6 Proven Retirement Income Planning Strategies Beginning at Age 62
There are six proven strategies for optimizing after-tax retirement income that can increase the longevity of one’s assets in retirement. Continue Reading
5 Key Financial Metrics When Evaluating a HECM Reverse Mortgage
Five financial metrics can be used to analyze the pros and cons of unlocking home equity as part of a retirement income plan. Continue Reading
How to Enjoy a Guilt-Free Retirement
David Blanchett and Michael Finke’s research found that annuities may give retirees a psychological “license to spend” their savings in retirement. Continue Reading
Nonqualified Fixed Income Annuities: A Timeless Tax and Retirement Income Planning Opportunity
One retirement income strategy that will be virtually unscathed by President Biden’s proposed tax increase is longevity insurance, more commonly known as fixed-income annuities. Continue Reading
Reduce Capital Gains Tax on the Sale of Your Business
Savvy business owners planning to sell their business can reduce or eliminate income tax liability from capital gains by using a long-standing IRS-blessed strategy called a charitable remainder trust, or CRT. Continue Reading
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