The Level3 Withdrawal Strategy to Maximize Your Long-Term Wealth

This week’s AAII Weekly Digest highlights these “must-read” AAII articles:   Strategies for Managing Required Minimum Distributions You are forced to spend down traditional IRAs at a steady rate after age 70½, whether you need the cash or not. The secret of required minimum distributions (RMDs)—that many people don’t realize until they are well into…

 

AAII Survey: Potential End of Mortgage Interest Deduction Will Not Impact Approach to Real Estate

As tax reform works its way through Congress, many homeowners, including me, are paying close attention to what may happen to the mortgage interest deduction. Once considered untouchable, the tax break is now in potential danger of being revised if not eliminated. The House and Senate plans do not currently eliminate the mortgage interest deduction,…