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Unlocking tax Savings: The Power of Asset Location

Unlocking tax Savings: The Power of Asset Location

by Warren Burger | Oct 6, 2023 | Retirement Funding

Today we’re talking about the importance of asset location. Asset location is a vital component in financial planning that focuses on placing your investments in the most tax efficient accounts possible. It’s a strategy used to potentially increase your...
Access Retirement Funds Before Age 59 1/2 Using The Rule of 55

Access Retirement Funds Before Age 59 1/2 Using The Rule of 55

by Warren Burger | Aug 29, 2022 | Retirement Funding

If you’re thinking about retiring early or looking to access some of your retirement funds before age 59 and a half, the rule of 55 might allow you to do that today. I want to talk about the five questions you should ask before you utilize this exception. First,...
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LUMINARY FINANCIAL ADVISORS

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Cocoa Beach, Fl 32931

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