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Articles

Traditional Pension Plans
In general If you participate in a traditional pension plan at work (technically known as a qualified defined benefit plan), you’ll generally be entitled to receive monthly benefits from the plan after you retire. These benefits are usually based on your age at retirement, as well as your years of service and your average earnings […]
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Net Unrealized Appreciation: The Untold Story
If you participate in a 401(k), ESOP, or other qualified retirement plan that lets you invest in your employer’s stock, you need to know about net unrealized appreciation–a simple tax deferral opportunity with an unfortunately complicated name. When you receive a distribution from your employer’s retirement plan, the distribution is generally taxable to you at […]
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Dangers and Mistakes of IRA Required Minimum Distributions
Dangers and Mistakes of IRA Required Minimum Distributions By Patrick Fleming and Scott Bishop People spend years accumulating wealth in IRAs and Retirement Plans (like 401k’s). Since the US Government allows for years of tax deductions and deferrals, they want their “pound of flesh” in your retirement but no later than age 70 ½ (go […]
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Top 10 IRA Rollover Mistakes
When rolling money over from 401(k) to an IRA or in contemplating other types of rollovers, there are many mistakes that are made. In my professional career, I believe that it is better to learn from other’s mistakes rather than making them yourself. With that in mind, we turned to Ed Slott, who i feel […]
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Sustainable Portfolio Withdrawal Rates
What is a sustainable withdrawal rate? A withdrawal rate is the percentage that is withdrawn each year from an investment portfolio. If you take $40,000 from a $1 million portfolio, your withdrawal rate that year is 4% ($40,000 divided by $1 million). However, in retirement income planning, what’s important is not just your withdrawal rate, […]
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Good News for 529 Plan Savers: More Investment Flexibility
Call it a holiday gift. Thanks to legislation passed in December, beginning in 2015, owners of 529 accounts will be able to change the investment options on their existing plan contributions twice per calendar year instead of just once. This increased flexibility is a welcome option for parents and grandparents who use 529 plans to […]
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CityCentre One
800 Town & Country Boulevard, Suite 410
Houston, TX 77024

Phone:

281.822.8800  

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Granite Tower
13131 Dairy Ashford, Suite 150
Sugar Land, TX 77478

Phone:

281.652.5303

Email

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For directions to our Houston office, click here.