Topics
Topic:
Wealth Management and Financial Advisors
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Bucket Strategy in Retirement Planning and its Suitability
What is the bucket strategy? Bucket strategy was introduced in 1985 by financial planning expert, Harold Evensky. Under this approach, the retirement portfolio is divided into three accounts, which are referred to as buckets. Retirement assets are allocated to each bucket in a predetermined proportion. The risk and returns associated with each bucket are different.…
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Tax planning is a hot topic amid a pandemic and a looming election
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Evensky & Katz / Foldes
Planning based on current tax law is the norm for financial adviser Danqin Fang, of Evensky & Katz/Foldes Financial Wealth Management. However, the gap between the November election and taking office in January 2021 could present some planning opportunities, Fang wrote. “An increase in capital gains rates that was not retroactive could lead us to…
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Getting retirement ready in turbulent times
It’s time for pre-retirees to start taking concrete steps. For many pre-retirees or those entering retirement, the repercussions of COVID-19 and market turbulence have added new fears to their financial future. Yet this is the very time for these investors to carefully prepare for the future.
