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Early Retirement Tax Planning
by
Doug Carey, CFA
President
WealthTrace
There is still almost no way to avoid taxes in retirement. Early retirement tax planning can certainly help, but be prepared to pay at least some taxes in retirement
Full story
Comprehensive Financial Planning: What it Involves
by
Mike Porter
Director of Client Services
Comprehensive financial planning involves a few different items including retirement planning and potentially college planning, estate planning, tax planning, and others.
Full story
Is $4 Million Enough to Retire On?
by
Mike Porter
Director of Client Services
WealthTrace
Is $4 million enough to retire? It depends on many factors that we will discuss. No two retirement plans are alike, but case studies can still be very powerful.
Full story
How to Minimize Taxes on Required Minimum Distributions (RMDs)
by
Mike Porter
Director of Client Services
By withdrawing from your investments in a planned way, you can minimize taxes on your Required Minimum Distributions (RMDs)
Full story
How Much Do You Need to Live Off Interest in Retirement?
by
Doug Carey, CFA
President
WealthTrace
In today's low interest rate world it is not possible for most people to live off interest in retirement. But there are other ways to ensure you don't run out of money.
Full story
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