Retirement Weekly
Stay ahead of the curve with the latest information about retirement, finances, tax planning, and the markets.
One of the most important and often overlooked aspects of retirement planning is deciding which accounts to withdraw from first. With a variety of account types—taxable, tax-deferred, and tax-free—the...
Economic uncertainty and recession fears have many retirees questioning how to safeguard their savings. With inflation driving up costs and market volatility causing concern, it’s crucial to take a pr...
2022 was a big year for tax savers. Tax loss harvesting was huge, and sequence risk reared its ugly head. Congress in the last minute, passed a massive piece of legislation that included many updates ...
Are you feeling a little down about your investments lately? If so, this will help turn that frown upside down.
In this article, we will discuss tax loss harvesting and how it can help turn "paper" l...
As we near the end of the year, taxes should be on your mind…and drops in the stock and bond markets often present great opportunities.
One particular strategy capitalizes on this year’s market antic...
The next few months are going to be interesting. But, before we go ahead and celebrate or lament our political victory - let's take a few moments to protect our immediate financial future. Yes, I am t...
As an avid Leibel on FIRE reader, I am sure you’ve picked up on the fact that I LOVE taxes. Or more specifically, I love minimizing taxes for retirees.
In fact, I believe that unnecessary taxation an...
On March 29, the U.S. House of Representatives passed a bill that could have a significant impact on your retirement strategy. The SECURE Act 2.0 must still pass through the Senate before becoming law...
A while back, there was a video that went viral of a father teaching his 3-year-old daughter the meaning of taxes. They are each holding ice cream cones, and the dad says, “Before you eat it, I need t...
Growing up, I would often hear my dad and his friends lament about their failed investments and missed opportunities. As a child, I swore to myself that I wouldn’t turn into a worn-out, broken man, co...
Post Dec 31st Tax Moves to Reduce Your Current Tax Bill
It is not too late to lower your tax bill even after the new year begins. There are moves you can make after December 31st that can optimize yo...
When it comes to retirement planning, we say all the time that there are very few hard and fast rules for what an investor should do. Each investor faces a unique situation, with unique challenges an...
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