Tag: Retirement income

Time Segmentation As The Compromise Solution For Retirement Income

Time Segmentation As The Compromise Solution For Retirement Income

The Financial Planning Association (FPA) divides retirement income strategies into three categories: systematic withdrawals, time-based segmentation and essential-versus-discretionary income. Time-based segmentation provides a middle ground between the two extremes represented by systematic withdrawals (relying on a total-return investment portfolio for […]

Social Security Taxation And Roth Conversion

Social Security Taxation And Roth Conversion

Social Security Taxation And Roth Conversion April 19, 2016 by John Walton, PhD, PE Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives. The actuarial adjustments that the Social Security (SS) administration […]