Financial Blog

Wills: The Cornerstone Of Your Estate - Strittmatter Wealth Management Group
SWMG Blog

Wills: The Cornerstone Of Your Estate

Even if you’re young or your estate is modest, you should always have a legally valid and up-to-date will. This is especially important if you have minor children because, in many states, your will is the only legal way you can name a guardian for them.

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Converting Savings to Retirement Income - Strittmatter Wealth Management Group
SWMG Blog

Converting Savings to Retirement Income

During your working years, you’ve probably set aside funds in retirement accounts such as IRAs, 401(k)s, or other workplace savings plans, as well as in taxable accounts. Your challenge during retirement is to convert those savings into an ongoing income stream that will provide adequate income throughout your retirement years.

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Risk Management and Your Retirement Savings Plan - Strittmatter Wealth Management Group
SWMG Blog

Risk Management and Your Retirement Savings Plan

By investing for retirement through your employer-sponsored plan, you are helping to manage a critically important financial risk: the chance that you will outlive your money. You also need to manage risk within your account to help it stay on track. The following are steps to consider.

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401(k) Plans: The Basics - Strittmatter Wealth Management Group Blog
SWMG Blog

401(k) Plans: The Basics

Retirement plans established under Section 401(k) of the Internal Revenue Code, commonly referred to as “401(k) plans,” are one of the most popular types of employer-sponsored retirement plans.

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Year-End Investment Decisions - Strittmatter Wealth Management Group Blog
SWMG Blog

Year-End Investment Decisions

In terms of investment planning, investing in capital assets may increase your ability to time the recognition of some of your income and may help you to take advantage of tax rates that are lower than the ordinary income tax rates.

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Charitable Giving and Estate Plans - Strittmatter Wealth Management Group Blog
SWMG Blog

Charitable Giving and Estate Plans

Philanthropy doesn’t just give personal satisfaction, it can also give you a current income tax deduction, help avoid capital gains tax, and reduce the amount of taxes your estate may owe when you die.

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Chief Executive Officer and Chief Investment Officer

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