1100 13th Street, NW, Suite 750Washington, DC 20005202.887.6400Customer Service: 800.544.0155
All Contents © 2020The Kiplinger Washington Editors
See All Authors »
Principal, Yoder Wealth Management
E-mail: michael@yoderwm.com Website: www.yoderwm.com
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.
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.
See More From: Building Wealth
Investors who fail to recognize the trigger for when to write a covered call option may be leaving money on the table.
Investors often misuse the 4% rule, steering them away from solutions that could more effectively make their money last in retirement.
Strictly following the conventional approach to pulling retirement income could rob people of control over their taxes.
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 it could be a great decision for you.
Many retirees inadvertently end up with a tax plan that’s upside-down from what would be best for them.
Early retirees might qualify for thousands of dollars of subsidies if they can keep their incomes between certain limits.
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 you sell.