This month we cover end of year IRA advice, social security myths and a review of Polen Capital's performance.
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Money Manager Monthly
December 2016

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your IRA checklist

Your 2016 IRA Checklist: 4 Actions to Take Before Year-End

With less than a month left in the year, time is running out to make adjustments to your IRAs that count towards this tax year.

Here is a short checklist of IRA actions to consider before year-end, but please note that this list is by no means comprehensive. We would strongly recommend reaching out to a financial advisor between now and the end of the year to make sure you’re in good shape going into the New Year.

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Recent Articles
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3 Social Security Myths Debunked

For many investors and retirees, the task of navigating Social Security is often a tricky (and sometimes confusing) undertaking. In fact, it is complex to the point that Fidelity Investments recently brought to light several “myths” about Social Security, which are really misunderstandings more than anything else.

In several surveys, Fidelity found that investors had misconceptions about some of the key features and rules surrounding Social Security Retirement Benefits. These misconceptions can cost retirees money over time, so it’s important to work with a financial advisor when making the important decisions about when and how to take your benefit.

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The Findings of Polen Capital's “10,000 Portfolios Project”

Have you ever wondered whether your portfolio was optimally allocated or not? Or, in other words, do you ever sit back and think: “is there a better way I could have invested my portfolio over the last 20 years?” With the benefit of hindsight, we know that there is almost always a “better way” we could have invested.

But unfortunately we do not have the benefit of hindsight with investing! We can only take the information we have available and make what we think are the best decisions possible for our long-term goals. That is, unless you actually go back and analyze 10,000 different ways you could have allocated your portfolio, and compare the results of your analysis to your actual portfolio’s performance and risk level. That’s precisely what Polen Capital did, and the results may surprise you..

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Doug's Quiz Corner
Doug Hutchinson

Tax Efficient Withdrawals

Quizmaster, Doug Hutchinson, presents his quiz for the month. Here, Doug discusses strategies for tax efficient withdrawals.

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The attached report and information have been prepared or produced by WrapManager, Inc. from sources and data believed to be reliable. Information provided in this report is for educational and illustrative purposes only and should not be construed as individualized investment advice, as an offer to sell, or the solicitation of an offer to buy any security in any states where such an offer or solicitation would be prohibited by regulations. WrapManager, Inc. is not a tax advisory firm. We recommend you contact your tax attorney or CPA prior to utilizing any of the tax-related strategies mentioned or discussed. Returns and experiences will vary for each client. Each client's risk tolerance and investment objectives are unique to them. Past performance may not be indicative of future results. No assumption that future performance of any specific investment or product made reference to directly by WrapManager, Inc., on its Web site and in marketing materials, will be profitable or equal the corresponding indicated performance level(s). WrapManager is an SEC-registered investment adviser. 

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