Planvesting
Skip to content
  • Stewardship & Ethics
  • News & Views
  • The Book
  • About
  • Stickies

Tag: Taxes

5 Ways to Improve Your Portfolio

Posted on May 8, 2014 by Mike

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 >>

Posted in Portfolio ManagementTagged Asset Allocation, Index Funds, Investor Behavior, Rebalancing, Risk, Taxes

Taxes on Roth IRA Withdrawals

Posted on February 25, 2014 by Mike

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[…]

Posted in Planning and RetirementTagged Roth IRA, Taxes

Top Ten Faulty Assumptions

Posted on October 20, 2013November 21, 2013 by Mike

Top Ten Faulty Planning Assumptions – Bob Veres

Posted in Planning and RetirementTagged Monte Carlo, TaxesLeave a comment

How Do I Draw-Down My Portfolio?

Posted on October 20, 2013November 21, 2013 by Mike

How Do I Draw-Down My Portfolio? – Vanguard

Posted in Planning and RetirementTagged SWR, Taxes, VanguardLeave a comment

Planvesting, LLC
Michael L. Gay, MBA, CFP®
Phone: 810-923-0165
eMail: planvesting@gmail.com

Recent Articles

  • The Critical Factors of Portfolio Ruin aren’t Predictable
  • Reality check: What the average retiree spends per month
  • DFA Funds are booming, but that Advisor Fee Matters
  • Retirement Strategies in Pictures
  • Vanguard takes on DFA

Categories

Tags

Active Vs. Passive Alpha Asset Allocation Bear Markets Beta Bogle Bonds Bubbles Budgeting Costs DFA Diversification Dividends Early Retirement EMH ETFs Factor Investing Fiduciary Fun Stuff Goals Hedge Funds Index Funds Inflation Interest Rates International Investments Investor Behavior Long Term Care Money Supply Monte Carlo Mutual Funds Permanent Portfolio Predictions Private Investments Rebalancing Risk Roth IRA Saving Social Security SPIAs SWR Taxes TIPS Value Investing Vanguard Variable Annuities
Michael L. Gay, MBA, CFP®
planvesting@gmail.com
810-923-0165

Copyright© 2006 - 2018 Planvesting, LLC. All Rights Reserved

Zerif Lite developed by ThemeIsle