Bradley White, CFP™, IAR
Founder and CEO, Epstein and White Retirement Income Solutions
Bradley White is founder and CEO of Epstein and White. He's a Certified Financial Planner™ and has a bachelor's degree in finance from San Diego State University. He's an Investment Advisor Representative (IAR) and an insurance professional. He has appeared on local television, Fox News and CBS, the Big Biz Radio Show with Dave Sully and as the cohost every weekend of Retire Right with Epstein and White on KOGO/600 and KFMB/760.
Phone: 858-564-8036 | E-mail: info@epsteinwhite.com | Website: www.epsteinandwhite.com
Why Today’s Retirees Need to Pursue Tax-Minimization Strategies
tax planning
Why Today’s Retirees Need to Pursue Tax-Minimization Strategies
IRAs are the name of the game for today’s retirees. While they come with helpful tax breaks for savers, pulling money out in retirement comes with maj…
May 4, 2021
3 Very Different Problems for Today’s Retirees
retirement
3 Very Different Problems for Today’s Retirees
Times are changing, and your retirement plan needs to keep up. How could low interest rates, higher taxes and longevity risk affect your retirement?
August 23, 2020
Thinking of Paying for Long-Term Care from Your IRA? Think Again.
Long-Term Care Insurance
Thinking of Paying for Long-Term Care from Your IRA? Think Again.
Chances are a big portion of your retirement savings are in pretax accounts like a 401(k) or IRA. If you need to tap those accounts for costly care, y…
March 19, 2019
5 Important Questions to Ask Before You Take Your Pension
Making Your Money Last
5 Important Questions to Ask Before You Take Your Pension
Should you take your pension as a lump sum? That's the first thing people tend to ask, but it shouldn't be the last. Here are five important points to…
September 27, 2018
How to Keep Your Taxes Down in Retirement
taxes
How to Keep Your Taxes Down in Retirement
Unlike working people, retirees have a lot of options to determine how much they'll pay in taxes. Knowing which income buckets to pull from can mean a…
February 28, 2018
When to Take Social Security Sooner Rather Than Later
retirement
When to Take Social Security Sooner Rather Than Later
The longer you wait to start receiving payments, the bigger your monthly check. But here are other factors you’ll want to consider.
February 14, 2017
6 Easy Steps to Figure Out How Much You Need to Retire
retirement
6 Easy Steps to Figure Out How Much You Need to Retire
Before you can reach your lump sum goal, estimate the income required to support the retirement you want.
July 28, 2016