As we approach the end of the year, please be aware of something called “tax-loss harvesting.” An investment loss (in a non IRA account) can be used for 2 different things: 1. The loss can be used to offset investment gains. 2. The losses can offset up to $3,000 of income on a joint tax […]
read more »What Is The Best Way To Save For College? – Part I of 2 Have you ever wondered about the best way to save for college for your child or grandchild? If so, keep reading. The most important advice I can provide is that no matter what you do, start saving as early as possible […]
read more »The 4% rule is a common rule of thumb. As an example, assume you retired with an investment portfolio totaling $750,000. With this rule, you would be able to spend $2,500 per month without running out of money. This is the amount you could spend during the first year of retirement. In subsequent years, you […]
read more »The required minimum distribution (RMD) rules can be tricky. We receive many questions as to how much to take and when to take the distribution. The first required minimum distribution must be taken by April 1st of the year AFTER you tune age 73. Technically, the distribution is due December 31st of the year in […]
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Miami (Sept. 1, 2017) — The Million Dollar Round Table (MDRT) Foundation appoints local financial advisor, Marc Silverman, CFP, ChFC, to President.
read more »Securities and Advisory Services offered through Geneos Wealth Management Inc., Member FINRA and SIPC (The materials at this web site are maintained for the sole purpose of providing general information about the law and do not under any circumstances constitute legal advice. You should not act or refrain from acting based on these materials without first obtaining the advice of professional legal counsel. Please carefully read the terms and conditions for using this site. This website contains links to third-party websites. We are not responsible for, and make no representations or endorsements with respect to, third-party websites, or with respect to any information, products or services that may be provided by or through such websites.) © Copyright 1998-2002 by Silverman Financial, Inc. All rights reserved. | Privacy Policy For comments and questions, please email marc@sfinancial.com
