NQC.png

NEXT QUARTER CENTURY, LLC

Retirement Planning for the Next Quarter Century, Not the Next Quarter

Get In Touch
  • Home

  • Services

  • Blog

  • Free E-Book

  • Asset Allocation for Retirees

  • Html

  • Shop

  • Podcasts

  • More

    Use tab to navigate through the menu items.

    james@nextquartercentury.com

    817.602.8859

    • Facebook
    • LinkedIn
    • Twitter
    0
    • All Posts
    • Medicare
    • Investing
    • Retirement
    • Social Security
    • Organizing
    • Charity
    • Taxes
    • Medical
    • Travel
    Search
    Paying Uncle Sam but not Aunt IRMAA-Lump Sum Conversion
    James McGlynn CFA, RICP
    • Dec 31, 2021
    • 2 min

    Paying Uncle Sam but not Aunt IRMAA-Lump Sum Conversion

    Dec 31, 2021 AS THEY APPROACH retirement age, workers sometimes get to choose between a monthly pension and a lump-sum payout. It’s a...
    30 views0 comments
    Roth While You Can
    James McGlynn CFA, RICP
    • Sep 30, 2021
    • 1 min

    Roth While You Can

    NEWS OF ENTREPRENEUR Peter Thiel’s $5 billion Roth account, which was funded with PayPal stock, has motivated Congress to look at...
    31 views0 comments
    The Taxman Cometh
    James McGlynn CFA, RICP
    • Oct 23, 2020
    • 3 min

    The Taxman Cometh

    LATE LAST YEAR, Congress voted to kill off the so-called stretch IRA, which had allowed those who inherited retirement accounts to draw...
    23 views0 comments
     

    817.602.8859

    ©2020 by Next Quarter Century, LLC. Proudly created with Wix.com