Sustainable Retirement Withdrawals from the S&P 500 in a Taxable Account
The idea for this article comes from a question submitted by a reader. I’ve copied the question below, and omitted the names to protect the
The idea for this article comes from a question submitted by a reader. I’ve copied the question below, and omitted the names to protect the
A Mega Backdoor Roth is a conversion strategy that allows you to save a much higher amount in your Roth IRA than you are allowed
Money Market Accounts, or MMAs, are a type of savings account that pay a higher rate of interest than you typically earn on a standard
One of the easiest ways to increase your retirement income is to reduce your tax bill on that income. With tax-free municipal bonds you can
An emergency fund CD ladder can be a good tool to earn a little higher rate than you would likely get if you simply kept
To use this bond price calculator simply select the item that you would like to solve for and input the variables that you know. Below
If you are subject to required minimum distributions (RMDs), you may be wondering if they can affect your planned withdrawal strategy. You can see this
Roth conversions can be a good strategy to reduce your tax bill both before and during retirement. If you are thinking about what you should
If you have $600,000 saved toward retirement can you retire? It may be possible. It really all depends on what is important to you in
Should you hold your own employer’s stock in your 401K? The conventional answer, and my default response, is… no. However that is a topic that
Roth IRA’s are one of the best retirement saving tools. You can’t deduct contributions from your taxable income, but you get to withdrawal them, and
The yield curve is a popular economic indicator. It is a graph of the yield on bonds with different maturity terms, and often used to
Will working longer affect your retirement? Of course. But how much longer and how big of an impact will it make? That question will lead
Living happily in retirement means crafting a spending plan to support your lifestyle. To do that, you’ll need to think about how you plan to
Market dips are inevitable. If you have been saving for retirement for decades, then you are no doubt aware of market fluctuations and have weathered
Asset allocation is the next step in the investment process. In the simplest terms, it means deciding how much of your savings to place in
In this article I’m going to explain what index investing is and why it is such a good strategy for your retirement. This article goes
Social Security is a significant portion of most retirees total income. In fact, about a third of retirees get 90% of their income from Social
Is Social Security Going Broke? More importantly, will YOU be able to collect Social Security benefits when you retire? Well, to quote the 42nd President
One withdrawal strategy that you could use for your retirement income is to withdraw a fixed percentage of your portfolio each year. Because of its
Financial Advisor in Longview, Texas.
1405 Colony Circle
Longview, TX 75604
Brandon Renfro LLC (“Belonging Wealth Management”) is a registered investment adviser offering fee only advisory services in the State of Texas and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Brandon Renfro in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.All written content on this site is for information purposes only. Opinions expressed herein are solely those of Belonging Wealth Management, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
The Institute for Fiduciary Standards – Real Fiduciary™ Practices