One of Independent Financial Planning’s favorite universal investment concepts is to take advantage of tax-deferred and tax-free vehicles for retirement. ... the bottom line is that saving in a Roth IRA is extremely beneficial toward retirement.
By implementing a system that uses return stacking to enhance portfolio efficiency, applies probability of failure decision rules to optimize withdrawals, and strategically manages taxes across account types, retirees can significantly improve their financial security throughout retirement while maximizing their standard of living.
Independent Financial Planning, LLC is a Virginia registered investment advisor.