Retirement Withdrawal Strategies
You worked, saved, and planned to enjoy the retirement life of your dreams. But those dreams cost...
Read MorePosted by Greg Phelps, CFP®, CLU®, AIF®, AAMS® | Jun 16, 2020 | Investing, Planning, Tax Planning |
You worked, saved, and planned to enjoy the retirement life of your dreams. But those dreams cost...
Read MorePosted by Greg Phelps, CFP®, CLU®, AIF®, AAMS® | Jun 5, 2020 | Investing, Tax Planning |
Asset LOcation is the process of determining which of your investment assets are highly tax-efficient and those which are horribly tax-inefficient. Once you determine your potential tax liability for each of your investments, you rank them from efficient to inefficient then place them as best as possible in different accounts that are tax-free, tax-deferred, or taxable.
Read MorePosted by Greg Phelps, CFP®, CLU®, AIF®, AAMS® | Jun 3, 2020 | Investing, Tax Planning |
Portfolio rebalancing is the process of buying and selling portions of your investment portfolio...
Read MorePosted by Greg Phelps, CFP®, CLU®, AIF®, AAMS® | Jun 2, 2020 | Debt/Credit, Estate Planning, Insurance, Investing, Medical & Healthcare, Planning, Tax Planning |
You probably hear it all the time from your financial advisor . . . “You need a financial plan!”...
Read MorePosted by Greg Phelps, CFP®, CLU®, AIF®, AAMS® | May 12, 2020 | Planning, Tax Planning |
Want to do a Roth IRA conversion but avoid the penalties? Follow these simple rules and you won’t pay a10% penalty on distributions from a Roth conversion.
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