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Enjoy our monthly newsletter

"Retirement Planning Insights," provides valuable tax-efficient retirement planning tips and info



Topics discussed in 2021:

  • Catching up on a retirement savings shortfall
  • Net Investment Income Tax
  • State tax-friendliness
  • Interval funds
  • Tax return season
  • 20 steps to prepare for retirement
  • Tax return checklist
  • New Coronavirus stimulus
  • Beginning of year tips
  • What to do with employer savings plan after retiring
  • Taxes on rental properties


Topics discussed in 2020:

  • The SECURE Act
  • Annuities explained
  • How advisers can add value
  • The 3 stages of retirement
  • Tax returns
  • Social Security's future
  • COVID-19 update
  • The CARES Act
  • Estate planning overview
  • Retirement planning podcasts
  • After-tax vs Roth 401(k)'s
  • COVID-19 and Social Security
  • Health insurance before Medicare
  • Social Security widow(er) underpayments
  • Widow(er) tax penalty
  • Preparing for an (unexpected) early retirement
  • Mutual funds vs ETFs
  • Asset-based fee models are lazy and flawed
  • How advisors are paid
  • Hello TERP
  • Biden's tax proposals
  • Exceptions to the 10% IRA early withdrawal penalty
  • Possible IRA and retirement plan changes
  • Medicare premium surcharges
  • The pandemic's impacts on retirement planning
  • Year-end tax planning


Topics discussed in 2019:

  • Medicare open enrollment
  • Roth conversions
  • 403(b) investigations
  • Social Security spousal benefits
  • RMD changes
  • 401(k) and 403(b) rollovers
  • The SECURE Act