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Retirement Investors Need to Know
RETIREMENT INVESTORS – IS IT TIME FOR A FINANCIAL CHECKUP? YES!
I recently performed a financial review for a new client who used one of the largest brokerage firms in the U.S. The opportunities for improvement summarized below could result in a
CAN YOU INCREASE INVESTMENT INCOME WITHOUT INCREASING RISK? YES, WITH TAX & COST EFFICIENCIES!
The tax and cost efficiency improvements summarized below could result in 43% higher net investment income over a typical 30-year retirement timeframe. On a $100,000 opening balance this could result in
CAN YOU LEGALLY AVOID ESTATE AND INCOME TAXES? YES, WITH THE ASSETS IN A LEGACY 529 PLAN
How does this work?: Create a 529 college savings plan account (New York has an excellent program) and set your child as the beneficiary. You can make a lump-sum contribution
CAN YOU TURN A $14,000 INVESTMENT INTO $73,000 OF TAX SAVINGS? MAYBE, HERE’S HOW:
TO DO’S: Create a new non-deductible traditional IRA account and in January 2022, contribute $7,000 attributed to the 2021 tax year and $7,000 to 2022. Leave in cash. Convert this IRA
Should You Invest in an Annuity? Decide with Help from this Analysis
Many financial advisors recommend investing in annuities as they often include very generous commissions for the salesperson. Returns to investors are often not as good. However, certain annuities may have
The Easily Copied Secrets to Warren Buffet’s Billions
Warren Buffett, generally considered one of the world’s best investors earned his billions by (1) generating high investment returns and (2) taking very easy steps all of us can readily
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