Accumulation strategy maximizes compound interest and has the potential to radically change one's economic condition over the long term. Distribution strategy provides short-term cash flows through ...

How do you manage taxes during accumulation and distribution? There is an order to how your clients should amass wealth and withdrawal funds upon retirement to increase net after-tax cash flow. It’s ...

Explore the accumulation phase in insurance and annuities, learn its definition, key factors to consider, and strategies to ...

I participate in a small strategy group that has monthly conference calls. This month’s focus was managing income distributions during a prolonged market downturn. The accumulation phase of retirement ...