by admin | Oct 13, 2021 | White Paper
If you’re like most people, you believe there’s a great deal of truth in the old adage that history tends to repeat itself more often than not. That’s an important adage to keep in mind when it comes to saving and investing for retirement because it allows you to get...
by admin | Oct 13, 2021 | White Paper
The great Alabama coach “Bear” Bryant once said, “Defense wins championships,” and you can bet every great coach in every sport has shared that same philosophy. Just think about some of the great sports dynasties, teams that won championships year after year: The...
by admin | Oct 13, 2021 | White Paper
Have you ever bought a pair of pants for your child or grandchild that were too big? It’s a common occurrence, and when it happens you basically have two options: One, you can throw the pants in the wash and try to shrink them. Or two, you can just sit back knowing...
by admin | Oct 13, 2021 | White Paper
The idea behind required minimum distributions, or RMDs, is that the government wants to give us a tax incentive to save for retirement – but they also want to make sure we don’t misuse it. So, if we’re in the 30% tax bracket and we put money into a tax...
by admin | Oct 13, 2021 | White Paper
Making sure your IRAs are allocated properly for required minimum distributions (RMDs) once you reach the age at which you must take them is as simple as following a bit of advice your parents probably used to tell you: live off your interest, don’t touch your...
by admin | Oct 13, 2021 | White Paper
Before you can retire, you should know what all of your sources of income are going to be, and how much you can expect to receive from each. Social Security benefits will, obviously, be one of those sources, but how much you can expect to receive depends on a variety...
