by Joe Clark | Feb 27, 2020 | Legacy Planning, Tax Planning
Inheriting an IRA is rarely fun. One reason, it means you lost a person who thought enough of you to be a beneficiary. Another, they can also be very confusing. The new tax changes added to the complexity. There are essentially three types of beneficiaries. You can...
by Joe Clark | Dec 19, 2019 | Tax Planning, Your Life After Work
Taxation is as much a part of retirement as it was during your working years. The basics remain consistent but how your money is taxed annually changes dramatically. We have devoted the last seven weeks and the next three weeks to walk you through how to retire on...
by Joe Clark | Nov 1, 2019 | Investments, Tax Planning, Your Life After Work
That may sound like a small fortune or an amount you have already surpassed. Regardless, a sound retirement is the combined management of your budget, tax bracket, volatility of your investment account, Social Security timing, inflation, changing needs and life...
by Joe Clark | Oct 24, 2019 | Blog, Tax Planning
Diversification is commonly thought of as owning different investments. There is also the notion of not having all your money in one place or investment account. Diversification even occurs in alternating exercises or eating different food types. The concept has...
by Joe Clark | Sep 12, 2019 | Blog, Investments, Life Happens, Tax Planning, Your Life After Work
King Solomon famously wrote, “It is the little foxes that spoil the vine.” In a secular moment, he might have written: “it is the little assets that spoil the estate plan.” More often than not, with careful examination, we uncover forgotten assets in a family’s...
by Joe Clark | Mar 19, 2019 | Blog, Investments, Tax Planning, Your Life After Work
King Solomon famously wrote, “It is the little foxes that spoil the vine.” In a secular moment, he might have written: “it is the little assets that spoil the estate plan.” More often than not, with careful examination, we uncover forgotten assets in a family’s...
