Many investors who are maximizing contributions under their employer-sponsored 401(k) plans and IRAs are seeking additional options for tax-deferred savings. For some, the solution may be available through the type of employer health care plan they participate in and its associated health savings account (“HSA”).
Read MoreIn my years of working directly with clients and in teaching retirement planning to financial professionals, I’ve studied retirement income planning methodologies extensively. Thornburg Investment Management has researched an approach on how to develop an “Endowment Spending Policy” in retirement, and in this webinar, I talk with Andrew Rice, Director of Advisor Solutions at Thornburg, about their findings on how to structure your assets for a successful retirement.
Read MoreA good retirement plan requires solid financial planning, but your retirement years can feel both fulfilling and rejuvenating when you include your passions, skills, and most valued relationships.
Read MoreIn theory, using a bucket strategy for your retirement portfolio might seem like a complete approach to maximizing your retirement funds, but in reality, there’s a huge hole in the bucket strategy that could be draining your retirement savings.
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