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A closer look at tax rates - 2019

Submitted by Your Personal CFO - Bourbon Financial Management on March 7th, 2019

A closer look at tax rates - 2019.png

Prioritizing long-term retirement savings

Submitted by Your Personal CFO - Bourbon Financial Management on March 7th, 2019

Prioritizing long-term retirement savings.png

Tax implications for retirement savings by account type

Submitted by Your Personal CFO - Bourbon Financial Management on March 7th, 2019

Tax implications for retirement savings by account type.png

Returns of the S&P 500

Submitted by Your Personal CFO - Bourbon Financial Management on March 7th, 2019

Returns of the S&P 500.png

Sequence of return risk - lump sum investment

Submitted by Your Personal CFO - Bourbon Financial Management on March 7th, 2019

Sequence of return risk - lump sum investment.png

Range of stock, bond and blended total returns

Submitted by Your Personal CFO - Bourbon Financial Management on March 7th, 2019

Range of stock, bond and blended total returns.png

Long-term care planning

Submitted by Your Personal CFO - Bourbon Financial Management on March 7th, 2019

Long-term care planning.png

Variation in medicare advantage costs

Submitted by Your Personal CFO - Bourbon Financial Management on March 7th, 2019

Variation in Medicare Advantage costs.png

Rising annual health care costs in retirement

Submitted by Your Personal CFO - Bourbon Financial Management on March 7th, 2019

Rising annual health care costs in retirement.png

Effects of withdrawal rates and portfolio allocations

Submitted by Your Personal CFO - Bourbon Financial Management on March 7th, 2019

Effects of withdrawal rates and portfolio allocations.png

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