What We're Reading May 2019Submitted by InFocus Financial Advisors, Inc. on May 30th, 2019
A nice piece from Kiplinger on how each state taxes retirement income. Certainly something worth considering if you are moving to another state to retire.
From S&P Dow Jones “Indexology” blog is a brief but technical description of the differences in a low volatility and minimum variance index. These differences are important to understand before employing any low volatility strategy in a portfolio.
A video and interview with Michael Kitces about the potential “upside risk” in the 4% rule in retirement.
Pensions in the U.S. are facing many challenges over the next several years. This is an interesting take on some of the potential fixes and what the landscape might look like in years to come.
From IRA expert Ed Slott on some of the mistakes people make when taking money out early from a retirement account. Always worth remembering what qualifies and what doesn’t.