Rick Ferri notes “Experienced investors know what makes a portfolio work. The keys to success are contained in a few timeless concepts that, if followed religiously, will lead to the best outcome. These five “reminders” will help you focus on the big picture and avoid the noise.” Read the full article >>
As Bill Bischoff notes, “If you own a Roth IRA, you may be under the impression that withdrawals are always income-tax-free. Not true. Even worse, some withdrawals can be socked with a 10% penalty on top of the income tax bill. Here’s what you need to know if you took some Roth withdrawals last year.” Read more about Taxes on Roth IRA Withdrawals[…]
Top Ten Faulty Planning Assumptions – Bob Veres
How Do I Draw-Down My Portfolio? – Vanguard