Posts Tagged ‘Retirement Planning’

Retirement Planning Strategies to Avoid Higher Medicare Premiums

When planning for their clients’ retirement, most financial advisors tell their clients to utilize 401(k) accounts and IRAs to accumulate as much as possible in these tax-deferred accounts. Allowing these accounts to grow tax-deferred is a great way to save for a person’s secure retirement. However, accumulating a large 401(k) or IRA can come along…

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Asset Allocation Vs. Asset Location: Two Different Investment Strategies

Two Different Investment Strategies When hearing the terms asset allocation and asset location, many of us conclude that these are synonyms. These terms are actually two separate investment strategies that can be used in tandem to create a well-balanced portfolio capable of reducing risk and minimizing tax. Asset Allocation  Asset allocation is the more commonly known term and is the strategy…

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