Year: 2018

Olli Retirement Management Courses

A Course on Retirement Wealth Management

  Courses, News
You may wish to attend our upcoming course on Retirement Wealth Management. Course Description: In this course we will discuss investment planning, tax planning, and estate planning ideas that retirees can use to improve their financial well-being. Investment planning ideas include ways to build low-cost, diversified portfolios that produce income and growth. Tax planning ideas…
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Retirement Longevity Risk

The Challenges of Retirement Longevity Risk

  Resources
Planning for a journey of unknown duration Q – We’re considering the financial impact of using some of our retirement resources now, while we are still active, versus sacrificing now to be more certain we will be OK later.  How should we handle the tradeoff? A – One of the biggest challenges facing those planning…
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3 Ways to Reduce IRA Required Minimum Distributions

3 Ways to Reduce IRA Required Minimum Distributions

  News
“Although I am over 70, I am still working. My company’s CPA just told me that this year I will have to take money out of both my company 401-k plan and my personal IRA. I don’t want to do that since it will increase my income tax liability. Is she right? She could be…
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