Investors have options for how they take retirement income from their portfolio. This article will review seven retirement income strategies every investor should know about. Retirement Income Strategies Zero Coupon Treasury Ladder Fixed Systematic Withdrawal 4% Rule...
In a recent meeting with a wealthy family they told me their estate planning attorney recommended not even using their trust and allowing their $10 million dollar estate to pass through probate court when their kids inherit the family wealth. This lawyer told the...
Vanguard BETR Roth Conversion Calculator Default Options The default options for the Vanguard BETR Roth Conversion calculator are set up in a way that will show almost anyone a favorable result for Roth conversion. The default option that you should be most critical...
Retire in Denver and you can have an amazing retirement, but Denver does have its challenges. I am going to review the pros and cons of Denver as a retirement city on twelve different factors. For each factor, I am going to give it a grade of Excellent, Good, Bad or...
The most common trust planning mistake wealthy families make is failing to fund their trust. Trust Planning Mistake I have met with 100s of wealthy families in my 25+ years in wealth management. My experience is that 8 out of 10 wealthy families do not fund their...
Investors in Schwab prime advantage money fund SWVXX need to know they have better alternatives for large cash holdings. SWVXX is Expensive. The fund costs .34% per year. That is a hefty fee for a low-risk money market investment. SWVXX has Underperformed SWVXX has...
