Articles and Videos
Will Your Taxes Be Lower in Retirement?- Season 6: Episode 7
It would seem to make some sense that once you begin retirement retirement, your tax bill will tend to increase – at least in the early years. The logic is that people normally have much, if not most, of their retirement funds in a company retirement plan (401k, 403b, etc.), which are all taxable upon… View Article
Is Now a Good Time to Capture Some Gains in My Portfolio?
A lot of people we’ve been meeting with have noticed that the stock market has far exceeded their expectations since the “Covid Crash” in March 2020… and now they’re wondering how long this good fortune is going to last. They want to know: “Is now a good time to get out and capture some of… View Article
Planning for Retirement When It’s Still 15-20 Years Away- Season 6: Episode 4
When you’re only a few years away from retirement, figuring out your basics — income needs, expenses, activities — is usually fairly easy. In many cases, your current basics will be relatively close to those you’ll require once you’ve stopped working. But how do you plan for all of that when you’re much farther… View Article
The Zero-Percent Tax Bracket
Have you ever heard about a 0% tax bracket? It does exist – although not officially. Here’s the deal. If you look up the federal income tax brackets and tax rates online for 2021, you may find a table that looks something like this: 2021 Federal Income Tax Brackets and Rates for Single Filers, Married… View Article
Investing a Sum of Money: All at One Time, or Little By Little?- Season 6: Episode 3
Maybe you recently got a bonus from work, or — perhaps even better — an inheritance from a relative. Whatever the case, if you find yourself with a lump sum of cash that you’d like to invest, a question should come to mind: do I invest it all at once, or do I phase it… View Article