Tax Now, Tax Later or Tax Never? Which one will help you reach your retirement goals?
How to avoid a high tax bill when you withdraw money in retirement.
Entries by jbergner
Maxing out retirement contributions? Do you understand the taxation when you take withdrawals?
There are huge tax consequence retirees end up paying each year on withdrawals, because people are taxed at their highest tax bracket in retirement.
Is 4.0% average growth enough to power your retirement?
Do you know how much money you’ll need to retire comfortably?
Is it time to look at some alternatives to your bond holdings?
Learn about potential substitutions for some part of your bond holdings.
Are You Living Life in Alignment with Your Core Values?
What do you value most in life? Is it family? Money? Independence? These are examples of core values. Your core life values are values that you hold so deep that they form the foundation of the way you live and move and breath. They are the underlying driving force behind how you do your work, […]
Creating Tax Efficient Cash Flow
How to structure your withdrawals to be as tax efficient as possible.
Five Weird Questions to Determine Life Purpose
Five Weird Questions to Determine Life Purpose What’s your life purpose and are you pursuing it? Your true purpose is a “calling” that will most likely reflect your unique set of gifts, talents, abilities, passions, personality traits, and life experiences. It can be a career calling (like motivational speaker or emergency room doctor) or it could be […]
If Your Life Were a Business Would You Invest in It?
Think about that for a second. If your life were a business would YOU invest in it? What have you been doing all your life up until this moment? You have been investing your time, your energy and your money in a business called “Your Life”. How do you feel about your return on investment […]
What’s the greatest Investment that Tony Robbins and Warren Buffett says YOU should make in YOUR life?
Warren Buffett is famous for being one of the most successful investors in the world and is today worth around $75 billion. Tony Robbins is a world-renowned author, speaker and peak performance strategist that started out as a janitor washing his dishes in a bathtub because he didn’t have a kitchen..* What do these two […]
Tax Tips for the Individual Investor
Investors are usually quite eager to learn about the next big investment opportunity out there to increase their total portfolio return, however, they are often less enthusiastic about making an effort to minimize their tax bite. There’s money to be made by taking advantage of tax avoidance strategies. So that you don’t overlook any opportunities for improving your bottom line, here are a few simple tax principles that can help save you money.