Academy Login

Should You Downsize in Retirement?

One method for freeing home equity for other uses is to downsize your home as a part of moving. Downsizing could mean either moving to a smaller home, or moving into a similar-sized home in a less expensive community.

Tax Considerations When Delaying Social Security

Delaying Social Security can potentially contribute to an overall tax strategy for retirement. Every case is different, but generally speaking, when you add taxes to the mix, the case for delaying Social Security becomes even stronger than usual.

Withdrawal Sequencing: Avoiding the Pitfalls of Retirement Distribution Order

Withdrawal Sequencing Avoiding the Pitfalls of Retirement Distribution Order

Taking retirement income from your investment portfolio in retirement is like walking through a minefield. Most people don’t think about it, but your distribution strategy in retirement – how you actually take money out of your portfolio – and the resulting taxes can have a significant impact on how long your money lasts and how much you’ll be able to spend throughout retirement.

The Value of Financial Advice

I am often asked whether it is worth the cost to hire a financial advisor. After all, they charge you money to make you money. People say they can listen to the news and know where and how to invest, so, “Wouldn’t I be better off just keeping that fee for myself?” That is an excellent question with an answer that depends on many factors.

Join us for a FREE webinar:

Travel in Retirement:

New Options and Opportunities

Hosted By

Dan Veto, CSA

Tuesday, July 23rd

1:00 - 2:00 PM ET

Reserve Your Spot and Register Today!