Concept Pieces

Taxes

Retirement

Money Management

Informational Brochures

Three Tax Buckets

Three Tax Buckets

Having assets in all three buckets allows you to manage your taxes and maximize distributions

Taxes and Government Debt

Taxes and Government Debt

Where do you think tax rates are going in the future?

Income Tax Planning

Income Tax Planning

This chart shows the current tax rates that exist from the Tax Cuts and Jobs Act of 2017

Impact of Taxes on your Investments

Impact of Taxes on your Investments

This chart shows you the actual returns net of taxes

Flexibility in Retirement

Flexibility in Retirement

The effect of withdrawals on portfolio balances

Sequence of Returns

Sequence of Returns

The timing of when markets are up or down has a dramatic impact on your ability to withdraw funds


Longevity Risk

<br>Longevity Risk

People are living longer and this increases risk of outliving your assets

Taking Turns at the Top

Taking Turns at the Top

This chart depicts how different asset classes performed yearly and why a diverse portfolio over time maximizes outcomes

Dollar Doubling

Dollar Doubling

This chart shows you the effect taxes have on the growth of your money

Monthly Retirement
Income Worksheet

Monthly Retirement<br> Income Worksheet

Use this to see where you stand in terms of your budget and current income sources in retirement

10 Reasons to Rollover Assets
from an Old Employer

10 Reasons to Rollover Assets<br> from an Old Employer

 

What We Believe

What We Believe

 

Tax Diversification
Brochure

Tax Diversification<br> Brochure

See how a well designed plan can increase your retirement income

Overcoming Retirement Income Challenges Brochure

Overcoming Retirement Income Challenges Brochure

Learn about risks to consider in Retirement Income Planning


Find Your Path Brochure

<br>Find Your Path Brochure

This brochure gives statistics about long term care and discusses possible solutions

Retirement Planning White
Paper by Wade Pfau

Retirement Planning White<br> Paper by Wade Pfau

This paper talks about the risks we face in retirement and how to plan for them

Calculators

More Calculators

Newsletters

  • Double Up with a Spousal IRA

    Do you know how to fund an IRA for a nonworking spouse? These IRS rules can help couples build retirement savings based on joint income.

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