The Social Security Tax Pyramid

One key to being tax-wise in retirement is in understanding that the tax code treats different financial instruments differently. This is especially true when it comes to your Social Security benefits. This brief video is a good place to start to unravel the complexity of Social Security taxation. [...]

2020-04-14T14:23:02+00:00February 3rd, 2020|Uncategorized|0 Comments

Bonds and Interest Rate Risk

There may be a place for bonds in a retirement portfolio. However, there are risks associated with even the highest quality bonds.  This brief video highlights one that is often referred to as interest rate risk. Webinars. LIVE AND RECORDED CLASSES Properly Harvesting Retirement Plans [...]

2020-04-14T14:23:27+00:00January 24th, 2020|Uncategorized|0 Comments
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