Latest articles by Mike Decker, NSSA®
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10 Ways to Generate Retirement Income
Here are some of the benefits and drawbacks of each of these retirement income strategies so you can see which ones might work for you.
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Roth Conversions: Convert Everything at Once or as You Go?
Two hypothetical examples of Roth conversions made at different times (all at once vs as you age) show a stark difference in what could be left for your beneficiaries.
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What Is Absolute Return Theory? Three Ways You Can Try It
Most investors are familiar with tracking an index for relative returns. Absolute return theory is a more intentional and sophisticated approach to investing.
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Many Retirees Don’t Know About This Major Market Risk: Do You?
Flat market cycles can wreak havoc on your retirement planning. Here’s why you shouldn’t focus only on average returns.
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Retirees’ Anti-Bucket List: 10 Experiences You Don’t Want
Your retirement bucket list is no doubt packed with fun stuff, so let’s discuss how to help ensure you don’t get blindsided by things that could be prevented.
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Four Historical Patterns in the Markets for Investors to Know
Market performance regularly runs a gamut of annual dips and flat cycles to corrections and crashes. Investors who know the patterns can set reasonable expectations.
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Delaware Statutory Trust: The Landlord’s Exit Many CPAs Don’t Know Exists
Are capital gains taxes holding you back from selling your rental property? A Delaware statutory trust could be the answer you’re looking for.
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1031 Exchange: Do You Know Your ‘Like-Kind’ Options?
You might have some misconceptions about what kinds of real estate investments qualify for your 1031 exchange. Read on for a definitive list of your like-kind options.
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Retirement Planning with Life Insurance
An indexed universal life insurance policy can help you with tax mitigation and extra retirement income in addition to death benefits for your beneficiaries.
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What Is Indexed Universal Life Insurance and How Does It Work?
This permanent life insurance provides a death benefit to your beneficiaries but also offers a cash-value component that can grow over time.
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Social Security Optimization If You Save More Than $250,000
When you choose to take benefits will make a difference in how your income and assets play out over many years. Let’s explore some scenarios.
