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Michael Yoder, CFP®, CRPS®

Michael Yoder, CFP®, CRPS®

Principal, Yoder Wealth Management

Michael Yoder, CFP®, CRPS® is Principal at Yoder Wealth Management, which advises retirees and those transitioning into retirement. The firm specializes in income generation, tax strategies, philanthropic planning and other related issues.

Michael formerly served as a Director within the Financial Planning and Advice department for a large national firm, and is currently a volunteer in creating material for the Certified Financial Planner exam.

Yoder Wealth Management (www.yoderwm.com) is a Registered Investment Advisor. 2033 N. Main St., Suite 1060, Walnut Creek, CA 94596. 925-691-5600. info@yoderwm.com.

E-mail: michael@yoderwm.com
Website: www.yoderwm.com

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retirement

How Much Cash Should Retirees Hold?

If you’re thinking about three months' worth of expenses, you might want to think again. Three years' worth might be more like it for many people.
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Covered Calls: One Way to Earn Extra Income on Your Stocks Without Additional Risk
investing

Covered Calls: One Way to Earn Extra Income on Your Stocks Without Additional Risk

Investors who fail to recognize the trigger for when to write a covered call option may be leaving money on the table.
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The 4% Rule: How a Good Principle Leads People Astray
retirement

The 4% Rule: How a Good Principle Leads People Astray

Investors often misuse the 4% rule, steering them away from solutions that could more effectively make their money last in retirement.
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retirement

Which Accounts to Spend Down First in Retirement? 4 Tips

Strictly following the conventional approach to pulling retirement income could rob people of control over their taxes.
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6 Hidden Benefits of Consulting in Retirement
consulting

6 Hidden Benefits of Consulting in Retirement

There's a lot to love about working part-time in retirement. Earning a paycheck is one obvious benefit, but there are other less-obvious reasons why i…
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1 Tax Shift Most People Miss in Retirement
Three sisters hang upside down at playground.
retirement

1 Tax Shift Most People Miss in Retirement

Many retirees inadvertently end up with a tax plan that’s upside-down from what would be best for them.
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How Early Retirees Can Get Cheap Health Insurance

Early retirees might qualify for thousands of dollars of subsidies if they can keep their incomes between certain limits.
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One Way Retirees Could Pay 0% in Capital Gains Taxes
retirement

One Way Retirees Could Pay 0% in Capital Gains Taxes

Holding onto stock shares for fear of a big tax bill? Think again. If you can manage your income right, you may not have to pay any taxes at all when …
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