Timing Your Retirement

This short video illustrates the importance of understanding sequence of returns risk.

 

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This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Tax Deductions You Won't Believe

Tax Deductions You Won't Believe

Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.

When Markets React

When Markets React

When markets shift, experienced investors stick to their strategy.