Let’s take a moment to review something that we’re all thinking about at this time: taxes. Specifically saving on taxes. There are two primary ways you can most likely increase your after-tax return both now and over the long-term. The first we have discussed before but it is worth revisiting after a very volatile 2022 […]
Today we wanted to discuss something that can have a huge impact on reaching your retirement goals: the order that you take withdrawals from your investment accounts. Many of our clients have three types of investment accounts that each have their own tax rules, after-tax accounts, IRAs/401ks and Roth IRAs. A good financial plan for […]
