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Showing posts with the label UALPRAP

Investing in Bonds during a Low Interest Rate Climate

With interest rates at historic lows, so low that some parts of the world are seeing negative interest rates, why would anyone want to invest in bonds at this time. It is our belief that HIGH QUALITY BONDS continue to be an important part of a globally diversified portfolio. CONTACT DAN: OUR WEBSITE: Connect on LinkedIn: Channel Overview: 1. Five Key Issues with Retirement Tax Planning: 2. Four Stages of Retirement Tax Planning: 3. Taxation and Surprises of Social Security: 4. Working and Social Security: 5. Medicare Costs and Surcharges: 6. RMDs: Avoid this 50% Tax Penalty: 7. Tax Efficient Withdrawals: 8. Roth Conversions in Retirement: 9. Qualified Charitable Distributions: 10. PRAP to IRA Rollovers: 11. United Pilots Retiree Health Account: 12. In Plan Roth Conversions: 13. PRAP contributions Graphical Calculator: 14. Sticking to your financial Goals: 15. Back Door Roth IRAs: 16. Spousal IRAs: 17. The Corona Virus and Your Invest