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Nate Carter
3 min read
The Money Questions for Retirement
This article is part two in a series, the previous article looked at three questions to help focus on the non-monetary goals in...
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Nate Carter
5 min read
Retirement: Withdrawal Rates, Longevity and RMD Taxes
There are two main concerns for retirees when drawing down assets in retirement. The first is longevity risk which is whether they will...
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Nate Carter
4 min read
Taxes on 401k Retirement Withdrawals
One of the key advantages of retirement plans like 401k accounts, Thrift Savings Plan for federal government employees or traditional...
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Nate Carter
3 min read
Billionaire Tax: Death of a Very Bad Idea
The Biden Administration and Congress are working to impose new taxes particularly on higher income earners. This includes raising...
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Nate Carter
5 min read
Withdrawing Funds in Retirement
Investors often have a great plan to save for retirement, but neglect to consider how they will drawdown these assets in retirement. Some...
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Nate Carter
5 min read
Turning Age 50: 10 Factors to Consider (part 2)
This article is the second in a series, please start with part 1. 6) Don’t Hold Too Much Cash Some investors become more risk averse as...
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Nate Carter
4 min read
Turning Age 50: 10 Factors to Consider (part 1)
As you reach age 50 it is time to get serious about your eventual transition to retirement or semi-retirement. Consider these ten factors...
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Nate Carter
6 min read
Real Estate: Defer Taxes with a 1031 Exchange
Overview of 1031 Exchange Real estate investors who want to sell a property without having to pay capital gains can use a 1031 exchange....
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Nate Carter
4 min read
Ready to Retire? Don't Focus on Portfolio Size
Is $2 Million Enough to Retire? We have all seen the articles questioning if a certain sized portfolio is enough to retire. Whether it is...
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