Author: Garrett Gould

Garrett Gould is a financial planner who specializes in long-term tax management and creating ideas that will help you reach your definition of financial independence. He is the primary point of contact for clients and helps earlier retirees figure out a way to make retirement happen. Garrett is a CFA charterholder and an Enrolled Agent with the IRS.

Financial Planning

The Fiduciary Standard

August 21, 2018May 6, 2020 Garrett GouldLeave a comment

The term “fiduciary” is something to be familiar with if you are planning to work with a financial advisor.

Accumulation

The Waterfall Approach to Retirement Savings

August 14, 2018May 6, 2020 Garrett Gould2 Comments

It’s hard to provide a one-size-fits-all approach to saving. With the waterfall approach to saving, you can allocate funds to the most tax and wealth efficient locations as you increase your ability to save.

Distribution

Required Minimum Distribution Strategies

August 7, 2018May 6, 2020 Garrett GouldLeave a comment

At some point in your life, it is likely that you will be subject to a required minimum distribution. A tax-efficient RMD distribution strategy can make your money go a lot further.