Top Five Questions Big Four Accounting Firm Partners Ask Us Prior to Retirement
Presenters will include partner, Presenters will include partner, Bruce Hyde, CPA, MS and wealth advisor, Taylor Thomas, CFP®. Round Table Wealth Management is a New York-based independent registered investment advisory firm founded twenty years ago and now manages in excess of $1 billion of assets.
Developing a Pension Maximization Strategy
This paper is the second part of a two-part series. In the first part, we discussed the considerations involved in evaluating different pension options. As follow-up, this second part will discuss whether there is [...]
Single Life vs. Joint & Survivor Pension Payout Options
This paper is the first part of a two-part series. In the first part, we discuss the considerations involved in evaluating different pension options. As follow-up, the second part will discuss whether there is [...]
Using Mortgage Interest to Fund Investments: The Interest Tracing Rules
Finding the capital to make investments, whether into your business or other traditional investments, can often be challenging. The more stringent lending rules emanating from the latest economic downturn have made it even more difficult. For many investors, the [...]
Investing in Bond Funds: What’s in Your Bond Fund?
Investors who rely primarily on duration in choosing a bond fund may inadvertently introduce extension risk to their bond portfolio. Extension risk occurs when the low duration assigned to a portfolio’s callable bonds “extends” to their respective maturities due [...]