Tag Archives: Ryan Shumaker

Last month we discussed the SECURE Act and its projected $15.7 billion tax increase on beneficiaries of tax deferred retirement accounts (like 401(k)s, 403(bs), TSPs, IRAs, etc.). The only ones excluded from ...

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One of the most common things I hear from people who own or have been pitched an annuity is the belief that the annuity will “earn 7% guaranteed.” Usually this is due ...

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We have a saying around our office that retirees are one of the highest and most unfairly taxed groups out there, and with the recent passage of the SECURE Act things are ...

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Last month the S&P 500 reached a new all time high. Crazily this has come at the same time that retail investors have been piling out of mutual funds and ETFs at ...

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The saying “there’s no such thing as a free lunch” has been attributed to many people over the years. Someone must produce and someone must pay for what we consume. There has ...

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The RMD Holiday – We said last month that retirees are one of the highest and most unfairly taxed groups out there and stressed the importance of tax reduction planning when it ...

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