by grapheneadvisors | Feb 25, 2016 | Retirement
When is the right time to retire? For many of us, it is as soon as we have saved enough money for retirement. What many people overlook, though, is that the two or three years before retirement require special preparations. These steps are essential to ensure that...
by grapheneadvisors | Jan 9, 2016 | Retirement
If you’re approaching retirement, you know that Social Security benefits alone won’t be enough to ensure you live in comfort. You’ll still want to receive as much in Social Security payouts as you can in order to complement your savings and help you...
by grapheneadvisors | Dec 10, 2015 | Uncategorized
A new report by a government agency calls for a crackdown on large IRAs—and it may be a cause for concern for accountholders with substantial balances. The report, by the Government Accountability Office, urges the IRS to tighten its enforcement on multi-million...
by grapheneadvisors | Nov 7, 2015 | Financing, House Keeping
The holiday season is fast approaching with all of its pleasures and aggravations. But in the whirl of activity, we strongly recommend that you set aside some time to do a bit of financial housekeeping. By checking off the items on the list below, you may help put...
by grapheneadvisors | Oct 20, 2015 | Distribution
Uncle Sam has delivered investors an early Christmas present: A way to defer taxes on retirement savings for as much as 15 years longer than previously allowed. Here are the details. As you probably know, retirement accounts such as IRAs and 401(k)’s provide tax...
