Complete Financial Services Video
Tax Planning
Social Security “Arbitrage”?
Social Security “Arbitrage”?This is an excellent article. They compared the post-tax cash flows over alternatives, and actually measured the results. They didn’t just spew out their opinion, without evidence and actual data.This has been my point, i.e. delaying Social...
2022 Example
2022 ExampleMarried couple, Chicago, ages 64 (male) and 63. Taxable income $75,000, which included a $25,000 Roth IRA conversion. This is the result (approx), $912 a month saved on health insurance x 12 = $10,900. Looks great, right?
Your Discomfort Is … Misplaced Understandable
Your Discomfort Is … Misplaced UnderstandableThis is from the Investments & Wealth Institute’s website. It is for high-end advisors, whatever that means. I will be a guest speaker in Nashville in May (thank you to them for asking me). For them, this is a set of...
Year-End Tax Planning & Health Insurance
Year-End Tax Planning & Health InsuranceBooyah: my latest appearance on thestreet.com’s Retirement Daily.