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Retirement

What Return Should You Expect for a 60:40 Portfolio Going Forward?

James · August 9, 2022 · Leave a Comment

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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How do State Taxes Impact Roth v. Traditional Considerations?

James · August 2, 2022 · Leave a Comment

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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How to Use 72t Distributions to Access Retirement Funds Early and Penalty-Free

James · July 26, 2022 · Leave a Comment

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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How to Use Individual Stocks for Better Tax-Planning

James · July 19, 2022 · Leave a Comment

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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How to Invest Different Portfolio “Buckets”

James · June 7, 2022 · Leave a Comment

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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