What's the best way to distribute money in retirement?
The most commonly cited rule for making distributions in retirement is wrong. Most people hear it's best to first fully distribute your taxable account balances, then your tax deferred account balances, and finally your tax free account balances. This reduces the value of your deductions. More valuable alternatives include first filling up your deductions with pre-tax distributions.
Read moreThe Roth Regret Phenomenon
Why do so many retirees regret not having more Roth dollars in retirement?
Read moreFixing an Overfunded 529
How do you fix an overfunded 529?
Read moreWhy Passive Investing Works - And Why It's Unlikely to Stop Working
Passive investing works and will continue to work because of the way markets price risk i.e. uncertainty.
Read moreNUA + Capital Gain Harvesting: A Powerful Combo
How to maximize NUA tax arbitrage with capital gains harvesting.
Read moreHow Business Owners Are Legally Sheltering $300K+ Per Year From Taxes (Case Study)
Cash balance plans allow for massively increased retirement deferrals and massive tax savings in the right situations.
Read moreWelcome to the uVest Advisory Blog
We're excited to launch our blog. Here you'll find retirement planning insights, tax strategies, and financial guidance to help you make confident decisions about your future.
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