Rob Brinkman |
January 2, 2014 |
Annuity Videos, Member Posts, Retirement Case Studies, Rob Brinkman
Joseph Heller wrote his American Classic ‘Catch-22’ in 1961 and the book title has become the catch phrase for a a paradoxical situation from which an individual cannot escape because of contradictory rules. There are Catch-22’s in the investment world, particularly when it comes to retirement income. In this video, Rob Brinkman, explores the Catch-22 as it relates to the 4% Withdrawal axiom in our current environment where the 10-Treasury is trading well below that. In a case study he demonstrates a Bucket Strategy, using...
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Rob Brinkman |
August 20, 2013 |
Barry Goldwater, Member Posts, Retirement Case Studies
Written By: Barry Goldwater in Newton, MA How would you like to be able to do this for your family: create income with low tax burdens, leave a legacy to your family, and support philanthropic endeavors? This article describes the process and the strategy that provides all three benefits at the same time. Fortunately, there are ways for everyone to take advantage of the principals of charitable giving provided that you have saved well and you are now are in a position to reorient that...
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Rob Brinkman |
August 12, 2013 |
Barry Goldwater, Member Posts, Retirement Case Studies
Written By: Barry Goldwater in Newton, MA This is the continuation of the financial priorities theme to my posting last week (Re-Characterizing a Traditional IRA to a Roth). This is a very important tax question for everyone moving into retirement; How can one use philanthropy to create a tax deduction and then use that tax deduction to re-characterize a traditional IRA to a ROTH IRA? Go back with me to last week and in summary: Selling Appreciated Land. Husband and wife in their 70s have...
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Rob Brinkman |
August 6, 2013 |
Barry Goldwater, Member Posts, Retirement Case Studies, Retirement Planning
Written By: Barry Goldwater in Newton, MA As a planner, I talk to people every day about financial priorities. It’s the usual stuff; retirees who need income, people changing jobs want to understand rollovers, young families wanting life insurance. Financial priorities are where you are right now in your life and they usually change as you live longer. Whatever your financial priority, you still need the right strategy creatively getting you to where you need to go. I say creatively, because there is always more...
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