Retirement Field Guide

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The Retirement Field Guide

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5 Actions You Can Take During a Bear Market

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Right about now, investors and advisors are kicking themselves for not having sold about two weeks ago. Some are still considering selling. Investors who say the thought hasn’t crossed their mind are probably lying to themselves. It’s easy to say to ourselves, “I KNEW I SHOULD HAVE SOLD!” because hindsight is always 20/20. But the truth is, we didn’t know because we can’t know. That’s truly the toughest part of… Read More

How the SECURE Act Impacts Retirement Planning

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Since my brief posting about the SECURE Act (Setting Every Community Up for Retirement Enhancement), I’ve probably received more emails and questions about it than any other topic since I started this blog. So, it’s clear there are questions out there. Jeffrey Levine, with Team Kitces, put together the below comprehensive visual of the key provisions of the SECURE Act and other provisions that were included in the total legislation… Read More

Strategies to Reduce Your Tax Bill for 2019

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As I am finishing up my year-end client tax meetings, I wanted to share a few brief strategies you may be able to implement to reduce your tax bill for 2019. I’ll also include a few reminders just to ensure things don’t get missed. “I’m proud to pay taxes in the United States; the only thing is, I could be just as proud for half the money.” - Arthur Godfrey… Read More

When It’s Smart to Pay Capital Gains Taxes

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Imagine for a moment that you are the coach of a Major League Baseball team and you’ve successfully coached your team to the World Series. You’re about to start the 9th inning of Game 7 and your team is up 3-1. You are just three outs away from being crowned World Champions. A life-changing opportunity for players and coaches alike. But before the 9th inning begins, you visit the opposing… Read More