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Roth: Certainty in an Uncertain World

My daughter Olivia will be three years old in a few months. Currently, she’s in the dreaded, “why?” stage and it’s as every bit annoying as I thought it would be.

Estate Planning in the Aftermath of the 2017 Tax Cuts and Jobs Act

Now that it has been almost 16 months since the passage of the 2017 Tax Cuts and Jobs Act (TCJA), it’s time to come up for air and ask the question: what is the overall impact on estate planners and their clients?

Sustainable Draw Rates: Part Three

In part three of the Sustainable Draw Rates Study, we examine results by historical stress testing and reach our conclusion.

The Sustainable Draw Rates Study: Part Two

Part two of the Sustainable Draw Rates Study examines the results of different asset mixes over varying time projections.

The Sustainable Draw Rates Study: Part One

Part one of The Sustainable Draw Rates Study focuses on our Initial Hypothesis and relevant background information.

New Years’ Resolutions for Your Retirement Plan Savings

Now is a great time to revisit your long-term retirement savings goals and the key components of your specific retirement plan. Here are five resolutions you may want to consider at the onset of the new year: