Considerate Capital features insights on the economy, markets and other educational resources.
Sign up for InsightsLearn how to avoid costly investment income tax mistakes in retirement. Discover why asset location strategies might not be as beneficial as they seem and how to optimize your tax strategy for long-term growth.
Read the articleDiscover how Mary effectively managed health insurance subsidies and tax strategies before Medicare. Learn how capital gain harvesting impacts health insurance subsidies and find tips for maximizing savings.
Read the articleDiscover how strategic tax planning can help you achieve $100,000 in tax-free income during retirement. This detailed case study of a theoretical couple, David and Lisa, explores effective strategies including Social Security benefits, dividends, IRA withdrawals, and brokerage account distributions to minimize taxes and maximize retirement income.
Read the articleExplore the critical steps and considerations for transitioning a Defined Benefit (DB) Pension Plan to its end state. Learn about de-risking strategies, liability settlements, regulatory compliance, and best practices to secure the plan's future while minimizing financial risks.
Read the articleDiscover how to maximize your retirement income with defined benefit plans. Learn key strategies for timing, tax optimization, and integrating your pension with other retirement assets for a secure financial future.
Read the article©2022 Considerate Capital, LLC. All rights reserved.