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We Are In Control of What Matters Most!
Posted on January 24, 2017 by David Swapp
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As an investor it sometimes feels like we have very little control of the things that are happening around us.  It doesn’t help that these things can often have a great deal of influence on our financial wellbeing.   We tend to worry about recessions, stock market crashes, rising interest rates, corporate profitability, tax and monetary policy, political agendas and everything […]

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How to Avoid Required Minimum Distributions with a Charitable IRA Rollover
Posted on December 6, 2016 by Net Worth Advisory
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Individuals who amass sizable Individual Retirement Account (IRA) balances face the possibility of incurring significant tax penalties should you fail to begin withdrawing a sufficient amount of funds starting at age 70 ½. Under the Required Minimum Distribution (RMD) rule, you must begin withdrawing a minimum amount of IRA funds once you reach age 70 ½. The exact amount of […]

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Maximizing Retirement Income With Low Interest Rates
Posted on October 4, 2016 by Net Worth Advisory
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With interest rates still hovering near their historic lows, retirees relying upon yield for their income have reached a precarious tipping point. The danger is even greater for retirees who have been searching for higher yielding vehicles in order to boost their income. We may have reached the point where the risks of reaching for yield in retirement far outweigh […]

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Here’s How Much You Can Really Withdraw in Retirement
Posted on September 7, 2016 by Net Worth Advisory
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Between the decline in the use of traditional defined benefit plans (pensions) and the heavier reliance upon defined contribution plans (401k, 403b, etc.) by employers, retirees are faced with the daunting task of determining the rate at which they can safely withdraw from their retirement assets so they don’t outlive them. Given the enormous complexity that optimal spend-down entails, it […]

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The Retirement Advice Warren Buffett Would Give You
Posted on July 29, 2016 by Net Worth Advisory
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Caught in an extraordinary convergence of unhinged stock market volatility and historically low interest rates on savings, some are rethinking their retirement plans.  A study conducted in 2015 by the Employee Benefit Research Institute found workers of all ages are continuing to lose confidence in their ability to afford a comfortable retirement.  Instead of adjusting their investment strategies to confront […]

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