Retirement Income
The 3 Tax Phases of Retirement Planning: Why Early Retirement Years Offer the Greatest Tax Planning Opportunity
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
The 3 Tax Phases of Retirement Planning Most people assume that their taxes will naturally decline once they retire. After…
Retirement Income Strategy: Guardrails
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
Summary There are numerous variables involved in choosing an appropriate portfolio withdrawal strategy, most of which are unpredictable and outside…
The Bucket Approach to Retirement Allocation
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
Achieving your retirement income needs with a diversified portfolio created using a time-based framework Retirees often struggle with determining an…
How to Minimize Taxes of Social Security Benefits
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
Many people are surprised to find out their Social Security income is subject to taxes in retirement. There are a…
Taxation Of Social Security Income
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
Most workers are well aware they pay Social Security taxes on their income throughout their career. Both you and your…
PAUL STAIB EARNS RETIREMENT INCOME CERTIFIED PROFESSIONAL® (RICP®) DESIGNATION
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
Paul Staib, Principal of Staib Financial Planning, LLC, has earned the Retirement Income Certified Professional® (RICP®) professional designation from The…