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Social Security Financial Outlook: The 2015 Update - William Clay Tucker

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Meet William Clay Tucker. Tuesday July 28, 2015. Social Security Financial Outlook: The 2015 Update. The following is a summary of this year’s brief from the Center for Retirement Research at Boston College. By: Alicia H. Munnell; IB#15-12. The brief’s key findings are:. The 2015 Trustees Report shows little change from last year:. A) Social Security’s 75-year deficit declined modestly from 2.88 percent to 2.68 percent of payroll. B) The deficit as a percent of GDP remains at about 1 percent.

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Retirement Income Planning Archives - William Clay Tucker

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Meet William Clay Tucker. Currently Browsing All Posts In Retirement Income Planning. Thursday June 16, 2016. Assessing The Risks in Your Financial Plan. The following is a re-posting of a discussion thread from APViewpoint. By Harold Evensky. This defines and assesses the types of Risks associated with one’s Financial Planning and how to address and weight them in importance. Link: http:/ www.apviewpoint.com/viewpoint-home. Harold Evensky 15 Jun 2016 12:46. Risk Tolerance after many years of thinking ab...

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Uncategorized Archives - William Clay Tucker

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Meet William Clay Tucker. Currently Browsing All Posts In Uncategorized. Thursday June 16, 2016. Assessing The Risks in Your Financial Plan. The following is a re-posting of a discussion thread from APViewpoint. By Harold Evensky. This defines and assesses the types of Risks associated with one’s Financial Planning and how to address and weight them in importance. Link: http:/ www.apviewpoint.com/viewpoint-home. Harold Evensky 15 Jun 2016 12:46. Risk Tolerance after many years of thinking about this conc...

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Federal Employee Benefits: Roth TSP vs Roth IRA

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Meet William Clay Tucker. Tuesday October 21, 2014. Federal Employee Benefits: Roth TSP vs Roth IRA. Roth TSP’s are not Roth IRA’s. They are similar in many regards, but under certain circumstances investors can be caught seriously off guard if they don’t realize that while the Roth TSP may look like a Roth IRA, there are some subtle rule differences. For those in the private sector, substitute Roth 401(k) for Roth TSP the same rules apply. To Roth TSP plans, but they. There are many exceptions that allo...

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Social Security Archives - William Clay Tucker

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Meet William Clay Tucker. Currently Browsing All Posts In Social Security. Thursday September 24, 2015. More Changes to Reverse Mortgages. This is from September 24, 2015, edition of Boston College’s Center for Retirement Research. The federal government continues to work out the kinks in its reverse mortgage program. The latest change allows a non-borrower to remain in her home after her spouse, who signed the reverse mortgage, has died. When the reverse mortgage closes, borrowers pay an insurance premi...

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Risk Archives - William Clay Tucker

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Meet William Clay Tucker. Currently Browsing All Posts In Risk. Thursday June 16, 2016. Assessing The Risks in Your Financial Plan. The following is a re-posting of a discussion thread from APViewpoint. By Harold Evensky. This defines and assesses the types of Risks associated with one’s Financial Planning and how to address and weight them in importance. Link: http:/ www.apviewpoint.com/viewpoint-home. Harold Evensky 15 Jun 2016 12:46. Risk Tolerance after many years of thinking about this concept I’ve ...

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The Asterick on Your Social Security Statement

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Meet William Clay Tucker. Thursday July 30, 2015. The Asterisk on Your Social Security Statement. The following is an article from the July 30, 2015, edition of the National Review written by Myra Adams :. Then, as if on cue, I saw an asterisk with the following message:. The law governing benefit amounts may change because, by 2033, the payroll taxes collected will be enough to pay only about 77 percent of scheduled benefits. Sitting in the back of my Social Security file was an earlier statement dated ...

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Retirement Income Planning - Withdrawals vs Flooring

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Meet William Clay Tucker. Saturday July 26, 2014. Retirement Income Planning: Systematic Withdrawal or Income Flooring. This is a recent Retirement Income Planning case in which we weighed the pros and cons of a Systematic Portfolio Withdrawal Strategy and an Income Flooring Strategy for a client. Here are Case Parameters:. Client Jane Doe; Age 62; Female; Divorced. Income: $85,000; Self-employed professional; and plans on working until Age 70. 100k Cash / Savings. Apply $1,500 of her Monthly Discretiona...

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Long Term Care Archives - William Clay Tucker

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Meet William Clay Tucker. Currently Browsing All Posts In Long Term Care. Saturday October 10, 2015. Why Long Term Care Policies Lapse. The following is an article from a blog that I subscribe to called “The Retirement Café” written by Dirk Cotton. This blog is full of great information on all aspects of the Retirement Planning process. You can read past articles and subscribe to it here: http:/ www.theretirementcafe.com/. Why Retirees Let LTC Insurance Lapse. Originally Posted: 09 Oct 2015 01:24 PM PDT.

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Meet William Clay Tucker - William Clay Tucker

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Meet William Clay Tucker. Meet William Clay Tucker. Subscribe for Automatic Updates. Never miss a blog post again. Assessing The Risks in Your Financial Plan. Why Long Term Care Policies Lapse. More Changes to Reverse Mortgages. The Future of Retirement Is Now. How 401(k) Plans Have Failed Us. Http:/ www.thewoodvillegroupllc.com. Investment Advisory Services offered through Asset Management Strategies, Inc. Member FINRA/SIPC/Registered Investment Advisor. 2016 William Clay Tucker.