Posts by GBRWM

GBRWM
16 posts
Spring 2021: A Course on Advanced Retirement Issues

Spring 2020: A Course on Retirement Wealth Management

  Courses, News
Please consider attending our upcoming course on Retirement Wealth Management in Greenville, SC at Furman University. In this course, we will discuss dozens of important retirement wealth management ideas. Investment ideas include ways to build low-cost, diversified portfolios that produce income and growth. Tax ideas include ways to reduce taxes on distributions from 401(k)s and…
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The SECURE Act of 2019

The SECURE Act of 2019

  News, Resources
On December 20, 2019, the new SECURE Act was signed into law by President Trump. SECURE is an acronym for “Setting Every Community Up for retirement Enhancement.” The SECURE Act contains over six hundred pages and has 29 major provisions. Most of these provisions affect company-sponsored retirement plans (e.g. pensions, profit-sharing plans, etc.). However, in…
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Medicare IRMMA

Medicare IRMMA

  Resources
Medicare Income-Related Monthly Adjustment Amount (IRMAA) is an amount that Medicare recipients pay in addition to their regular Part B or Part D premium if their income is above a certain level. The Social Security Administration (SSA) sets income brackets that determine your surcharges. SSA determines if you owe an IRMAA based on the income you reported on your IRS tax return two…
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Medicare Enrollment 2020

The Medicare Open Enrollment Period

  Resources
What is the Medicare Open-Enrollment Period? Each year Medicare has an Open Enrollment Period during which Medicare recipients can make certain changes in their Medicare coverage. For example, during the Open Enrollment Period, Medicare recipients can: Switch from Original Medicare (Part A&B) to a Medicare Advantage Plan (Part C) Switch from a Medicare Advantage Plan…
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Spring 2021: A Course on Advanced Retirement Issues

Fall 2019: A Course on Retirement Wealth Management

  Courses, News
Please consider attending our upcoming course on Retirement Wealth Management in Greenville, SC at Furman University. In this course, we will discuss dozens of important retirement wealth management ideas. Investment ideas include ways to build low-cost, diversified portfolios that produce income and growth. Tax ideas include ways to reduce taxes on distributions from 401(k)s and…
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Vanguard's Alpha and Morningstar's Gamma

A Brief Discussion of Vanguard’s Alpha and Morningstar’s Gamma

  Resources
This paper was written for educational purposes only. It must not be construed as the rendering of investment, tax, retirement, estate or risk planning advice. Please do not take action on anything that you read in any of our whitepapers, or anything that is mentioned in our classes, before first discussing it with your investment,…
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Spring 2021: A Course on Advanced Retirement Issues

Fall 2018: A Course on Retirement Wealth Management

  Courses, News
Please consider attending our upcoming course on Retirement Wealth Management in Greenville, SC at Furman University. Course Description: In this course, we will discuss dozens of retirement wealth management ideas. Investment ideas include ways to build low-cost, diversified portfolios that can produce retirement income and growth. Tax ideas include ways to reduce taxes on distributions…
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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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