Category Archives for Retirement Income

The Current Retirement Dilemma

Published Shoreline Financial Articles

By GARDNER SHERRILL |Investor’s Column

June 7, 2016

The Current Retirement Dilemma

If we plot these 2 risks on a matrix then we would say there are 4 potential outcomes: 1) High market returns with high longevity (awesome), 2) High market returns with low longevity (bummer), 3) Low market returns with low longevity (rats) and lastly 4) Low market returns with high longevity (uh oh). Continue reading

Planning for the 3.8% Medicare Surtax

Published Shoreline Financial Articles

By GARDNER SHERRILL |Investor’s Column

October 29, 2013

Planning for the 3.8% Medicare Surtax

As “Obamacare” or the Affordable Care Act of 2010 is well underway this month it is a good time to address the tax aspects that are funding a portion of the new law. October is also a good time to review your tax planning before year-end and take advantage of opportunities to defer or eliminate unnecessary taxes. Continue reading