Thanks so much for attending my presentation for the November 2016 meeting for FPA San Francisco!
Further Reading Materials:
- Congress is Killing the File-and-Suspend and Restricted Application Social Security Strategies
- Navigating the Effective Date Deadlines for the New File-and-Suspend and Restricted Application Rules
- Understanding Sequence Of Return Risk – Safe Withdrawal Rates, Bear Market Crashes, And Bad Decades
- What Returns Are Safe Withdrawal Rates REALLY Based Upon?
- Crafting A Withdrawal Policy Statement For Retirement Income Distributions
- Estimating Changes In Retirement Expenditures And The Retirement Spending Smile
- Should Equity Exposure Decrease In Retirement, Or Is A Rising Equity Glidepath Actually Better?
- Sample Withdrawal Policy Statement (WPS)
- Marginal Tax-Rate Chart for 2016
- Understanding the New Once-Per-Year 60-Day Rollover Rules for IRAs and the Exclusion for Trustee-to-Trustee Transfers
- IRS Notice 2014-54 Acquiesces on Splitting After-Tax 401(k) Contributions for Roth Conversion
- Understanding the Mechanics of the 0% Long-Term Capital Gains Tax Rate: How to Harvest Capital Gains for a Free Step-Up in Basis!
- Why The Phase-Out of Itemized Deductions Should Not Discourage Charitable Giving