Michael Yoder, CFP®, CRPS®
Michael Yoder, CFP®, CRPS® is Principal at Yoder Wealth Management, which advises retirees and those transitioning into retirement. The firm specializes in income generation, tax strategies, philanthropic planning and other related issues.
Michael formerly served as a Director within the Financial Planning and Advice department for a large national firm, and is currently a volunteer in creating material for the Certified Financial Planner exam.
Yoder Wealth Management (www.yoderwm.com) is a Registered Investment Advisor. 2033 N. Main St., Suite 1060, Walnut Creek, CA 94596. 925-691-5600. info@yoderwm.com.
E-mail: michael@yoderwm.com Website: www.yoderwm.com
Latest articles by Michael Yoder, CFP®, CRPS®
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Covered Calls: One Way to Earn Extra Income on Your Stocks Without Additional Risk
investing Investors who fail to recognize the trigger for when to write a covered call option may be leaving money on the table.
By Michael Yoder, CFP®, CRPS® Published
investing -
The 4% Rule: How a Good Principle Leads People Astray
Making Your Money Last Investors often misuse the 4% rule, steering them away from solutions that could more effectively make their money last in retirement.
By Michael Yoder, CFP®, CRPS® Published
Making Your Money Last -
Which Accounts to Spend Down First in Retirement? 4 Tips
Making Your Money Last Strictly following the conventional approach to pulling retirement income could rob people of control over their taxes.
By Michael Yoder, CFP®, CRPS® Published
Making Your Money Last -
6 Hidden Benefits of Consulting in Retirement
consulting There's a lot to love about working part-time in retirement. Earning a paycheck is one obvious benefit, but there are other less-obvious reasons why it could be a great decision for you.
By Michael Yoder, CFP®, CRPS® Published
consulting -
1 Tax Shift Most People Miss in Retirement
retirement Many retirees inadvertently end up with a tax plan that’s upside-down from what would be best for them.
By Michael Yoder, CFP®, CRPS® Published
retirement -
How Early Retirees Can Get Cheap Health Insurance
health insurance Early retirees might qualify for thousands of dollars of subsidies if they can keep their incomes between certain limits.
By Michael Yoder, CFP®, CRPS® Published
health insurance -
One Way Retirees Could Pay 0% in Capital Gains Taxes
retirement Holding onto stock shares for fear of a big tax bill? Think again. If you can manage your income right, you may not have to pay any taxes at all when you sell.
By Michael Yoder, CFP®, CRPS® Published
retirement