Tax Planning

In this episode of ‘Retire with Style’, Alex Murguia and Wade Pfau delve into tax-efficient withdrawal strategies for retirement. They discuss the importance of withdrawal order sequencing, the types of

In this episode, Alex and Wade discuss the importance of asset location in addition to asset allocation. They explain that asset location involves strategically placing assets in different types of

In this episode, Alex and Wade discuss tax-efficient retirement strategies, specifically focusing on tax diversification. They explain the three broad types of tax treatments in the tax code: taxable accounts,

In this episode, Alex and Wade introduce a new arc on tax-efficient retirement distributions. They discuss the importance of tax planning and how it can add value to your bottom

Wade and Alex discuss with Rob Cordeau, CFP®, RICP®, CHFC®, the most frequently dealt with year-end planning topics that he discusses with clients. As we near the end of year,

Most Americans become eligible for Medicare at age 65. For early retirees, the subsidies provided for Affordable Care Act health insurance plans can make this an attractive source for health

Tax Loss Harvesting is one of those “advanced” portfolio management techniques that you hear about. And with the recent market performance, we’ve been hearing about it a lot lately. So,