by Asset Strategy | Sep 21, 2022 | Retirement Income, Taxes & Tax Planning
Taxes are highly important to consider when it comes to your retirement. You’ll likely have several sources of income in retirement that can be taxed, such as IRA distributions and Social Security benefits. But do you have any after-tax sources that you can use...
by Asset Strategy | Jul 18, 2022 | Financial Planning, Retirement Income, Retirement Planning
There comes a time in your retirement plan when you stop asking “How much can I grow my portfolio?” To, “How can I live the life I want with my savings?” You’ve worked hard to grow your nest egg, and now you must preserve it from market downturns, making it last for...
by Asset Strategy | May 2, 2022 | Financial Planning, Retirement Income, Retirement Planning
If you’re nearing retirement age and know you’re not financially prepared for retirement, your solution may be to work longer. While forgoing an early retirement can be prudent, your career might not last as long as you’d like it to. The pandemic and resulting...
by Asset Strategy | Mar 28, 2022 | Investing, Retirement Income
When you think of your major expenses, you might think of housing, healthcare, travel, or something else. But have you considered that taxes could be your biggest expense, even in retirement? There could be ways to reduce your tax burden today and tomorrow, including...
by Asset Strategy | Feb 28, 2022 | Retirement Income, Retirement Planning
Once you’ve saved enough for retirement, the question becomes how you’ll make your savings last for the rest of your life. Higher costs make this difficult, and we’ve been seeing higher costs as a result of inflation for some months. It’s important to know how...
