by saratyler | Oct 13, 2014 | Uncategorized
I discovered a line in an article recently stating that in the 2015 Obama Budget proposal there is a recommendation to eliminate the ability of IRA beneficiaries to take lifetime distributions—or stretch the tax deferral—on an inherited IRA. Another would require...
by saratyler | Jul 7, 2014 | Blog, Featured, Newsletters
The words are familiar. You have a Portfolio of Stocks, Bonds, Mutual Funds and Securities. What do they mean? What is it exactly that you own? Why do you need it? The financial world has a language all its own and it is often complex and even confusing. If you watch...
by saratyler | Jun 9, 2014 | Blog, Featured, Newsletters
Often clients want to find ways to increase their available income in retirement. At Axiom, we suggest that you diversify your plan on three fronts. 1) Diversify youd investments; 2) diversify your tax strategy; and 3) diversify your income strategy based on when you...
by saratyler | May 8, 2014 | Blog, Featured, Newsletters
An area of great concern for people leaving the workforce is medical expenses. According to research by Nationwide Insurance, after the age of 65 the average person will spend between $255,000–$360,000 for Medicare premiums, supplemental insurance premiums, and...
by saratyler | Apr 8, 2014 | Blog, Featured, Newsletters
I recently attended a Retirement Income Forum where thought leaders from the industry shared the latest ideas and tools for managing the challenging task of creating a sustainable income from an investment portfolio. One theme that emerged was the importance of good...
