Nov 6, 2023
As the end of the calendar year is fast approaching, Chris Boyd
and Jeff Perry of Asset
Management Resources review an article from Kiplinger’s magazine
and remind listeners
that it is a good time to start thinking about optimizing end of
year Roth conversions,
taking IRA required minimum distributions, planning to...
Nov 3, 2023
The difficult subjects of long-term care planning and insurance
are discussed in detail by
Chris Boyd and Jeff Perry. Chris Boyd shares some common themes and
concerns from
clients about the potential cost of a long-term care event and
whether purchasing long-
term care insurance is a good option to consider. The pair...
Nov 3, 2023
CEO of Asset Management Resources Chris Boyd and Jeff Perry
interview Attorney
Keats Boyd of Boyd and Boyd, PC on the recent changes to the
Massachusetts Estate Tax
laws. Attorney Boyd goes into detail concerning who and how the $2M
threshold
operates for residents and non-residents of Massachusetts. The trio
also...
The 4% Rule for Retirement
Oct 30, 2023
Chris Boyd and Jeff Perry dig into the subject of the 4% rule of
withdrawing funds from
retirement assets. The 4% rule is a popular retirement withdrawal
strategy that
suggests retirees can withdraw the amount equal to 4% of their
savings during the year
they retire and adjust for inflation or deflation each...
Bull and Bear cases for the markets
Oct 30, 2023
Chris Boyd and Jeff Perry welcome Chief Investment Officer Brian
Regan for a review
of a recent Asset Management Resources webinar on the markets and
the economy.
Brian reviews the year to date returns for various stock and bond
benchmarks. When
discussing the 10-year Treasury, Brian reflects on the rate at
which the...