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136 Green Bay Road. Thiensville, WI 53092. Should You Tap Retirement Savings to Fund College? There are three things to consider before dipping into retirement savings to pay for college. When Do You Need a Will? When do you need a will? The answer is easy: Right Now. Welcome to Nagel Wealth Management, LLC. Sound estate management includes creating financial and healthcare documents. Here's an inside look. Put It in a Letter. When Heirs are Imperfect. A Bucket Plan to Go with Your Bucket List. Healthy h...

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Nagel Wealth Management

Richard Nagel

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Me●●on , WI, 53092

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Nagel Wealth Management

Richard Nagel

1045 W. Gle●●●●●●●●●●●e Suite 101

Me●●on , WI, 53092

UNITED STATES

1262●●●●3000

ri●●●●●●●●●●●@lpl.com

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136 Green Bay Road. Thiensville, WI 53092. Should You Tap Retirement Savings to Fund College? There are three things to consider before dipping into retirement savings to pay for college. When Do You Need a Will? When do you need a will? The answer is easy: Right Now. Welcome to Nagel Wealth Management, LLC. Sound estate management includes creating financial and healthcare documents. Here's an inside look. Put It in a Letter. When Heirs are Imperfect. A Bucket Plan to Go with Your Bucket List. Healthy h...

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Home | Richard Nagel | nagelwealth.com Reviews

https://nagelwealth.com

136 Green Bay Road. Thiensville, WI 53092. Should You Tap Retirement Savings to Fund College? There are three things to consider before dipping into retirement savings to pay for college. When Do You Need a Will? When do you need a will? The answer is easy: Right Now. Welcome to Nagel Wealth Management, LLC. Sound estate management includes creating financial and healthcare documents. Here's an inside look. Put It in a Letter. When Heirs are Imperfect. A Bucket Plan to Go with Your Bucket List. Healthy h...

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nagelwealth.com

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Tax | Richard Nagel

http://www.nagelwealth.com/resource-center/tax

1045 W Glen Oaks Lane. Mequon, WI 53092. Understanding tax strategies and managing your tax bill should be part of any sound financial approach. Some taxes can be deferred, and others can be managed through tax-efficient investing. With careful and consistent preparation, you may be able to manage the impact of taxes on your financial efforts. Will You Pay the AMT? Despite recent tax-law changes, many Americans are expected to pay the AMT this year. Making Your Tax Bracket Work. The Facts About Income Tax.

2

Investment | Richard Nagel

http://www.nagelwealth.com/resource-center/investment

1045 W Glen Oaks Lane. Mequon, WI 53092. Investing should be easy – just buy low and sell high – but most of us have trouble following that simple advice. There are principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals. Understanding these principles and strategies can help you avoid some of the pitfalls that snare some investors. 5 Smart Investing Principles. 16 Wall Street Cliches in 60 Seconds. Investors who put...

3

Should You Tap Retirement Savings to Fund College? | Richard Nagel

http://www.nagelwealth.com/resource-center/retirement/should-you-tap-retirement-savings-to-fund-college

1045 W Glen Oaks Lane. Mequon, WI 53092. Should You Tap Retirement Savings to Fund College? Three things to consider before dipping into retirement savings to pay for college. Raise Your Retirement Income. Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity. Here's one strategy that combines two different annuities to generate income and rebuild principal. Investment Strategies for Retirement. Have A Question About This Topic?

4

Money | Richard Nagel

http://www.nagelwealth.com/resource-center/money

1045 W Glen Oaks Lane. Mequon, WI 53092. One of the keys to a sound financial strategy is spending less than you take in, and then finding a way to put your excess to work. A money management approach involves creating budgets to understand and make decisions about where your money is going. It also involves knowing where you may be able to put your excess cash to work. What Our Kids Can Teach us About Saving Money. Would you guess that Millennials are effectively saving for retirement? Well, they are.

5

Systematic Withdrawals in Retirement - Clear and Wrong?

http://www.nagelwealth.com/resource-center/retirement/systematic-withdrawals-in-retirement

1045 W Glen Oaks Lane. Mequon, WI 53092. Systematic Withdrawals in Retirement. Many of us grew up with the concept that making regular, periodic contributions to our retirement account was a sound investment strategy. The idea was that, in a fluctuating market, regularly investing a set amount would enable an individual to buy more shares when prices were low and fewer shares when prices were high.¹. Does this mean that taking regular, periodic withdrawals during retirement makes similar good sense?

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Home | Richard Nagel

136 Green Bay Road. Thiensville, WI 53092. Should You Tap Retirement Savings to Fund College? There are three things to consider before dipping into retirement savings to pay for college. When Do You Need a Will? When do you need a will? The answer is easy: Right Now. Welcome to Nagel Wealth Management, LLC. Sound estate management includes creating financial and healthcare documents. Here's an inside look. Put It in a Letter. When Heirs are Imperfect. A Bucket Plan to Go with Your Bucket List. Healthy h...

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