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Bethany Retirement Planning
Articles, guides, and analysis from Perissos Private Wealth on bethany retirement planning — a hub for everything we've published on this topic.
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Social Security Basics
Social Security Basics: a Perissos Private Wealth resource covering tax-smart withdrawal strategies, Social Security timing, and building durable retirement income.
5 Types of Wealth (Part III)
Part 3: Mental Wealth – The Mindset of Fulfillment. You can’t pour from an empty cup—or a cluttered one. Mental clarity makes wealth meaningful.
5 Types of Wealth (Part V)
Part 5: Financial Wealth – Freedom, Not a Finish Line. We’ve saved the big one for last: how money supports the life you actually want to live.
Three Medicare Mistakes to Avoid
Many retirees think that once they reach age 65 the nightmare of navigating the maze of insurance choices will be over. I hate to break it to you, but the maze …
Five Things to Know About Roth Conversions
Five Things to Know About Roth Conversions: how conversions can reduce lifetime taxes, control RMDs, and create tax-free legacy wealth — by Perissos.
Making the Retirement Leap in 2023
Planning for retirement is something you’ve probably been doing for a good part of your working life. Making the leap requires getting the timing right.
Value Your Business Like It’s Your Retirement Plan, Because it is.
Building a successful business can take decades. While working to grow, it’s common to use all available assets above the salary to reinvest in the company.
How to Handle Corporate Stock Options in Retirement
When you retire, it’s important to consider the tax implications of any corporate stock options that you have. Stock options are a great way to supplement your …
Planning for Net Unrealized Appreciation: A Strategic Approach
Understanding the Concept of Net Unrealized Appreciation Net Unrealized Appreciation (NUA) is a tax strategy that allows investors to pay lower taxes on the…