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…904-REAP info@retirementestateplan.com (888) 783-1552 Lake Mary: 801 International Parkway, Suite 500, Lake Mary, FL 32746 Gainesville/Lake City: 309 NE 1st St., Gainesville, FL 32601 Contact Form Your name* Email address*…
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DFA’s Disciplined Approach Earns It a Top Mark
…An investment committee meets twice a month to provide oversight for the strategies and approve implementation changes. The committee includes the firm’s senior executives and portfolio managers. DFA also has…
What to Know About Taxes in Retirement
What to Know About Taxes in Retirement From: money.usnews.com Sometimes conventional wisdom isn’t necessarily wise. For years, many pre-retirees were counseled to expect living expenses of around 70 to 80…
The 10 Most Overlooked Tax Deductions
The 10 Most Overlooked Tax Deductions From: turbotax.intuit.com Don’t overpay taxes by overlooking these tax deductions. See the 10 most common deductions taxpayers miss on their tax returns so you…
Market Timing Costs Investors Big: Dalbar
Market Timing Costs Investors Big: Dalbar From: thinkadvisor.com Dalbar’s annual study of investor behavior shows that self-directed investors work against themselves largely by chasing the market. Investors are their own…
ASK THE EXPERT: Answers to Common Questions About IRA Trusts
ASK THE EXPERT: Answers to Common Questions About IRA Trusts From: ultimateestateplanner.com By: The Ultimate Estate Planner The IRA Inheritance Trust® (also known as a “Standalone Retirement Trust”, “IRA Beneficiary…
The Big Picture of 2018 Tax Changes
The Big Picture of 2018 Tax Changes From: intuit.com To view the full infographic: Click here →…
Read moreUse A Legacy List To Give Loved Ones Peace of Mind
…each service (e.g., auto mechanic, heating and cooling repair company). When documents on your legacy list change, be sure to update the copy in your drawer, computer file or notebook….
Two Simple Steps Can Enhance Portfolios
Two Simple Steps Can Enhance Portfolios From: wealthmanagement.com The erroneous belief that active managers can’t beat their indexes has been a key driver behind a move into passive investments such…
What is an ETF?
What is an ETF? From: ishares.com 5 ETF Must-Knows 1. What is the difference between ETFs and mutual funds or stocks? iShares ETFs combine popular features of both. Like a…
