retirement planning

The Bucket Approach to Retirement Income

The Bucket Approach to Retirement Income

Have you started thinking about where your paycheck will come from during retirement? Do you know if your current plan will last you? If you find yourself scratching your head then you’re in luck because Bill DuBose, CFP® offers a strategy to help you get started down the right path. Take a look and see how “buckets” will come in handy during your retirement planning!

Turning Savings into Income During Retirement, Part II: Avoiding the Retirement “Tax Explosion”

Turning Savings into Income During Retirement, Part II: Avoiding the Retirement “Tax Explosion”

This month, we’re returning to the topic of turning savings into income during retirement with the conclusion of this two part mini series. Join David as he discusses strategies for spending down your accounts while saving on taxes.