A Tax-Smart Alternative to Cash
Unlike cash and other cash alternatives, Buffered ETFs don’t generate taxable interest. Instead, you get much more favorable capital gains treatment and only pay taxes when you decide to sell.
Mundorf Wealth is Holding a Great Client Event to Support a Worthy Cause
This is the second year Mundorf Wealth Management is organizing a party to celebrate our amazing clients while also helping raise awareness and money for a cause that's very important to us.
One of the Toughest Transitions in Retirement: Becoming a Spender instead of a Saver
Only one third of retirees are comfortable spending their retirement money! Most would rather live off Social Security, pensions, or income from part-time work, rather than spend down their nest egg. It is a delicate balance in retirement: you don't want to compromise your quality of life, but neither do you want to run out of money!
Mythbusting: #Roth Misconceptions
Roth IRAs are one of the most powerful tools you can use to become extremely wealthy. But as Dustin with Mundorf Wealth Management explains to Erin Kennedy there are many misconceptions about them...
Is There Any Reason to Use a Traditional IRA?
"America's IRA expert," Ed Slott, recently told other industry experts that "an IRA is just an IOU to the IRS." Slott says he doesn't see any benefit to using a traditional IRA right now because tax rates are so low. In this video, Dustin with Mundorf Wealth Management explains to Erin Kennedy why he agrees that more people need to consider tax-free accounts.
Stop Using the S&P as a Benchmark
The S&P has been on a rally lately, which is why some of us look at our portfolio and wonder why it's not up the same amount. In this video, Dustin with Mundorf Wealth Management and Erin Kennedy break down why you don't necessarily want to see huge swings in your portfolio (up or down), because that volatility might not be in line with your risk tolerance.