Estimated Reading Time: 4 minutes Helping investors prepare for the fragile decade, (the five years prior and five years after retirement), is a central focus for our firm. While people are living longer for sure, in many cases, their financial…
Estimated Reading Time: 2 minutes Most of us remember Dr. Arthur Laffer, an economist who worked in the Reagan Administration, and his simple depiction of the relationship between tax rates and revenues. He drew the diagram below (The Laffer Curve)…
Estimated Reading Time: 2 minutes A new budget proposal from the Obama administration brings back some themes from the past; namely, taxing “excess” accumulations (or more specifically, “excess” distributions) from IRA’s and other retirement accounts. Believe it or not, this…
