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65RETIRE Wealth Managers

Thursday, July 9, 2015. Second Quarter 2015 comments. Second Quarter 2015 comments. Wednesday, March 11, 2015. Should You Ever Retire? Should You Ever Retire? A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all. Inflation and Your Portfolio. Inflation and Your Portfolio. Even low inflation rates can pose a threat to investment returns. For many, retirement includes contributing their time and talents to an organization in need. If you're t...

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65RETIRE Wealth Managers | 65retire.blogspot.com Reviews

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Thursday, July 9, 2015. Second Quarter 2015 comments. Second Quarter 2015 comments. Wednesday, March 11, 2015. Should You Ever Retire? Should You Ever Retire? A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all. Inflation and Your Portfolio. Inflation and Your Portfolio. Even low inflation rates can pose a threat to investment returns. For many, retirement includes contributing their time and talents to an organization in need. If you're t...

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65RETIRE Wealth Managers: Should You Move To A Different State?

http://65retire.blogspot.com/2014/11/should-you-move-to-different-state.html

Monday, November 3, 2014. Should You Move To A Different State? Are you happy where you’re living now? You may be comfortable in your location because it’s close to where you work, it’s a great place to raise your kids, and it’s close to your friends and family. But it doesn’t have to be forever. In fact, you might contemplate a move in the near future, especially if you’re nearing retirement or are already retired. Why would you move? You may be living in a state with high property taxes. Although t...

2

65RETIRE Wealth Managers: Volunteering in Retirement

http://65retire.blogspot.com/2015/03/volunteering-in-retirement-for-many.html

Wednesday, March 11, 2015. For many, retirement includes contributing their time and talents to an organization in need. Subscribe to: Post Comments (Atom). Charles Farrell is a fee-based investment fiduciary, financial advisor, founder and CEO of 65RETIRE Wealth Managers, an independent financial services company based in Irvine, CA (at Spectrum Center) and Newport Beach, CA (at Fashion Island). SIPC ( www.sipc.org. View my complete profile.

3

65RETIRE Wealth Managers: 10 Ways To Skirt A Penalty Tax On Plan Payouts

http://65retire.blogspot.com/2015/01/10-ways-to-skirt-penalty-tax-on-plan.html

Friday, January 16, 2015. 10 Ways To Skirt A Penalty Tax On Plan Payouts. There are a lot of benefits to salting away money in an employer's retirement plan, whether it is a 401(k) or a pension or profit-sharing plan. Your contributions can grow and compound without being eroded by taxes until you're ready to use the money. These 10 possibilities all are written right into Section 72(t) of the tax code:. 1 Distributions made to an estate or beneficiary. 2 Distributions made because of disability. 4 Distr...

4

65RETIRE Wealth Managers: March 2014

http://65retire.blogspot.com/2014_03_01_archive.html

Tuesday, March 25, 2014. Watch Twist And Turns To IRA-To-IRA Rollovers. Not all IRAs are created equal. Some accounts may have better investment options than others do, and the financial companies that hold IRAs may differ in terms of services and fees. So what can you do if you don’t like the choice you made when you set up your account? Note that the one-year limit on IRA-to-IRA rollovers doesn’t apply to distributions from company plans. Therefore, you can make as many 401(k)-to-IRA rollover...Yet ano...

5

65RETIRE Wealth Managers: 4 Of The Main Reasons To Keep Your Bypass Trust

http://65retire.blogspot.com/2015/01/4-of-main-reasons-to-keep-your-bypass.html

Thursday, January 1, 2015. 4 Of The Main Reasons To Keep Your Bypass Trust. For decades, the bypass trust was a common staple of family estate plans. But it appeared that this tool might become a relic of days gone by after the American Taxpayer Relief Act of 2012 (ATRA) preserved the "portability" provision of the estate tax law. Because of this provision, a bypass trust no longer was needed to ensure that each spouse in a marriage could maximize his or her estate tax exemption. What Is a Bypass Trust?

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65RETIRE Wealth Managers

Thursday, July 9, 2015. Second Quarter 2015 comments. Second Quarter 2015 comments. Wednesday, March 11, 2015. Should You Ever Retire? Should You Ever Retire? A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all. Inflation and Your Portfolio. Inflation and Your Portfolio. Even low inflation rates can pose a threat to investment returns. For many, retirement includes contributing their time and talents to an organization in need. If you're t...

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Welcome to 65 Retire Wealth Managers - the power to plan

The Fed and How It Got That Way. A quick history of the Federal Reserve and and overview of what it does. How to Retire Early. Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts. Keeping Up with the Joneses. Lifestyle inflation can be the enemy of wealth building. What could happen if you invest instead? Tulips were the first, but won’t be the last. What forms a bubble and what causes them to burst? Consult With My Advisor. Put My Plan Into Action.

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