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Sequence of Returns Risk: The $1,000,000+ Timing Risk in Retirement

November 30, 2022

The timing of when you begin to draw income from retirement accounts, not necessarily average returns, can be worth...

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Your Questions, Answered: Retirement Distributions

April 29, 2021

On this week’s episode of Your Questions, Answered Eric Haberkorn talks with Brian Leitner , about strategies for withdrawing...

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Minimizing Taxes in Retirement

March 19, 2021

As you navigate life events, like retirement, we’re here to help you get on track and head in the...

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Your Questions, Answered: Tax Planning Opportunities in Retirement

March 18, 2021

On this week’s episode of Your Questions, Answered Joe Hendrix talks with Brian Leitner about the term “tax desert”,...

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The Retirement Problem You’ve Likely Never Heard Of

March 10, 2021

Many people utilize retirement accounts and funds that grow tax-free, avoiding tax on income or capital gains, but are...

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Traditional vs Roth 401(k)

February 22, 2021

Which retirement savings plan is right for you? What is the difference between a Tradition 401(k) and a Roth...

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Your Questions, Answered: Selling Stock Before Retirement

December 3, 2020

On this week’s episode of Your Questions, Answered Jon Bresnen and Brian Leitner discuss considerations for selling stock, and...

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Your Questions, Answered: 401(k) for Small Businesses

July 9, 2020

On this week’s episode of Your Questions, Answered, Thomas Hardy and Brian Leitner discuss opening a 401(k) for small...

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Your Questions, Answered: Roth IRA

July 2, 2020

On this week’s episode of Your Questions, Answered, Andreas Scott and Brian Leitner discuss Roth IRAs, and answer the...

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Your Questions, Answered: Required Minimum Distributions

June 25, 2020

On this week’s episode of Your Questions, Answered, Aaron Fulton and Brian Leitner delve into required minimum distributions, and...

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Staying the Course

May 5, 2020

Anytime there’s volatility in the stock market with prices rapidly moving up and down, it’s understandable for you to...

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Sequence of Returns Risk: The $1,000,000+ Timing Risk in Retirement