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"Financial Advisor Magazine" Articles
Weekend Reading: Avoiding the Social Security Tax Torpedo
While tax planning for the greatest long-term efficiency in retirement, be wary of increasing taxable income. Upon doing so, there are two major situations you could find yourself in, both of which are discussed by past Retire With Purpose podcast guest, Wade Pfau, here.
Weekend Reading: It's Now or Never for Backdoor Roths
The most recent proposal of the Build Back Better Plan submitted on November 19 now eliminates both the regular backdoor Roth and mega-backdoor Roth tax strategies beginning in 2022 for everyone, regardless of income.
Weekend Reading: Are Longevity Assumptions Obsolete?
The odds are in your favor when it comes to living longer; however, that also means creating a retirement income stream you don’t outlive is more imperative than ever.
Weekend Reading: For Happiness in Retirement, Forget About Your Kids and the Fancy Car, Advisors Say
What’s the secret recipe for a happy retirement? According to a recent Morningstar panel, it includes three things: Having enough money, having relationships with your peers and community, and having your health.
Weekend Reading: The Retirement Rush
A global pandemic has the power to bring about a plethora of abrupt life transitions, and for many baby boomers, that included stepping into retirement earlier than expected.