Mark Farrin's Contributions

Dec 15 – As we near the end of 2014, Jim and John discuss strategies to reduce your taxes now. Some of these moves take tax planning, while others are easy to accomplish. Jim reviews Congressional action on tax extenders and other tax policies.

This week on The Lifetime Income Series, Jim and Cathlyn focus on “spending down the nest egg” and utilize two excellent articles in Barron’s to illustrate the issue; “Revisiting the 4% Rule” by Reshma Kapadia and “Thinking Long Term” by Amy Feldman...