Tag: Retirement Savings

Avoiding the Greatest Financial Risks to Retirees – Part II

Longevity risk refers to the risk of running out of money in retirement and it’s a very real concern you need to mitigate as you plan for your future.

If you read our last article, you know that we shared an excerpt from industry expert David’s McKnight’s powerful book, Tax-Free Income for Life. In it, David detailed the first great retirement risk we’re all facing – the risk of tax rate increases. Today, we’re back with another excerpt from David as he explains the […]

How the Baby Boomer Shift Could Impact Your Future Tax Bill

The Baby Boomer generation may have a significant impact on your retirement tax burden, but these strategies can help you protect your hard-earned savings.

At Paraclete Wealth Management, we believe our commitment to educating our clients sets us apart. The content below adresses your potential retirement tax burden, and it is partially excerpted from The Power of Zero, by David McKnight. We believe you’ll find it eye-opening.  The Baby Boomer generation is well-known for being the product of the […]

The Tax Trade-Off: Rethinking Tax-Deferred Retirement Accounts

Explore the catch-22 of traditional IRAs and 401(k)s and why rethinking tax-deferred retirement accounts could benefit your long-term plan.

At Paraclete Wealth Management, we believe our commitment to educating our clients sets us apart. The following content on tax-deferred retirement plans is partially excerpted from The Power of Zero by David McKnight, and we believe you’ll find it eye-opening as you plan for a tax-efficient retirement.  So many clients come through our doors having […]

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