Back to Retirement Planning Insights Planning for Retirement: Preparing a Cash Flow Forecast Richard B. Freeman September 1, 2019
Meet The Author Richard B. Freeman Client Advisory Richard B. Freeman is a Principal in the New York office and has over 30 years of experience working with high-net-worth individuals in a wide... Learn More
Financial Planning Splitting Retirement Accounts in DivorceWhen going through a divorce, the process of dividing assets can be a frustrating and confusing one. Retirement assets are an important issue in any…
Financial Planning Dividing Retirement Assets in Divorce With a Qualified Domestic Relations OrderRetirement assets are an important issue in any divorce proceeding. After the marital home, retirement assets often represent the largest category of marital assets to…
Cross-Border Planning Retire in Italy? A New 7% Flat Tax May Incentivize U.S. Citizens Looking to Retire AbroadThe idea of living abroad has gained in popularity for many U.S. citizens as they plan for how to spend their retirement years. Italy, an…
Financial Planning A Pitfall of the “Backdoor” Roth IRA ConversionEvery few months, a reputable financial news website like MarketWatch, CNBC, or The Wall Street Journal releases an article about the benefits of contributing to…
Financial Planning Developing a Pension Maximization StrategyThis paper is the second part of a two-part series. In the first part, we discussed the considerations involved in evaluating different pension options for…