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Oklahoma Retirement Planning
Articles, guides, and analysis from Perissos Private Wealth on oklahoma retirement planning — a hub for everything we've published on this topic.
The Hidden Costs of "Buy and Hold" for Retirees Drawing Income
sequence-of-returns risk: While buy and hold works for savers, retirement changes the math. Discover why the order of investment returns can impact your portfolio's longevity once you begin taking distributions.
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How to Calculate Your Social Security Breakeven
Social Security breakeven: Understanding the arithmetic of Social Security claiming ages helps identify when a later, larger benefit surpasses earlier, smaller payments in total value.
Social Security Planning
Social Security Planning: Understanding Social Security rules is essential for retirement. Navigate complex claiming options, delayed filing advantages, and family dynamics to manage your lifetime wealth.
Navigating Social Security: The Top Five Filing Mistakes You Must Avoid
Understanding the Basics of Social Security: a federal program that provides financial support to retirees, disabled individuals, and their families.
Four Phases of Retirement that aren’t related to finances
Four Phases of Retirement that aren't related to finances: a Perissos perspective on purpose, identity, relationships, and a fulfilling next chapter.
Creating Flexible Income in Retirement
If you saved for retirement in a tax-deferred account, you lowered your taxes in the years you contributed pre-tax dollars. When you get into retirement and sta…
SECURE 2.0 Act Enhancements and the Impact on Retirement Planning
It’s not the most imaginatively named legislation, but the SECURE 2.0 Act does a lot to make it easier to have a successful retirement.
Tax Planning In Retirement
For many retirees, the biggest financial challenge is managing their taxes. Withdrawals from retirement accounts and Social Security can stack up quickly.
5 Mistakes to Avoid When Planning for Retirement
Retirement is a time when most people look forward to relaxing and enjoying their golden years after a long and demanding career.
The Basics of Retirement Budgeting: How to Create a Plan for Your Golden Years
Retirement is a time when you can finally relax and enjoy the fruits of your labor — provided you have a plan to make your savings last.