American Financial Alliance, Inc.

退休收入投資管理策略之「底限與成長策略」
底限與成長策略著重在保底的前提下求成長。它以退休人士的資產負債表和生活所需為基礎(而非投資組合)，來決定投資方案。畢竟退休後不應該靠股市的臉色來過日子，為短期獲利炒股，結果可能得不償失。

The Floor and Upside Strategy 底限與成長策略 The Floor and Upside Strategy, centered on first building a floor, and then creating upside. This strategy starts with the retirees’ balance sheet and expenses needed to maintain their lifestyle, not their investment portfolio.

在2023會計年度結束之前的這短短幾個禮拜有什麼可以規劃的讓你少繳點稅?

Year-End Tax Planning Strategies What can you do in the next few weeks before the end of the 2023 fiscal year for tax planning?

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