In this episode of Ready for Retirement, James discusses what return you should expect from a 60:40 portfolio going forward. Questions Answered: Is the 60:40 portfolio the best portfolio in retirement?What's the best strategy to utilize …
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In this episode of Ready for Retirement, James discusses how state taxes impact Roth v. Traditional Contributions. Questions Answered: How should you determine what tax strategy is best based on your state?What's the best strategy to …
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In this episode of Ready for Retirement, James discusses Rule 72t distributions to access retirement funds early and penalty-free. Check out the podcast on YouTube here! Questions Answered: How can you withdraw funds from retirement …
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In this episode of Ready for Retirement, James discusses how to use individual stocks for better tax-planning. Check out the podcast on YouTube here! Questions Answered: How can you use individual stocks for strategic tax …
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In this episode of Ready for Retirement, James discusses how to invest in different portfolio "buckets". Questions Answered: How can you best be invested for your goals?What should you consider in terms of withdrawing funds from your …
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