Posts Tagged ‘required minimum distributions’

Investing for Income

Investing for income is generally the modus operandi of a retirement portfolio. That’s because the so-called “accumulation phase” ends and the “distribution phase” begins. In other words, retirees stop focusing on getting rich and become more concerned with paying their bills and living a comfortable lifestyle. Income investing is different from growth investing but should…

Read More

Year End Checklist

The end of the year is always a busy time for advisors. With many items required to be completed by Dec. 31, use this checklist to keep track of these tasks for your clients’ accounts. Contact info@ae-wm.com to request a copy of the Year-End Checklist today!  

Read More

6 Things to Know About Harvesting Capital Losses

When markets experience a significant downturn, it can be challenging to find a “bright spot” in the midst of bad news. However, opportunity for investors still exists even when markets drop. One such opportunity is the ability to potentially reduce taxes by harvesting capital losses. When an investor sells an asset at a loss, that…

Read More