Dauble+Worthington

D+WEP is a RIA. Tweets are not investment advice or recommendations to buy or sell. Please contact an advisor for more information. 812-401-8700.

[Dauble+Worthington @DWEquity]

Revocable living trust vs. a simple will: what each does, and the situations where a trust earns its keep.
https://t.co/bD8Z9ndN2S

[Dauble+Worthington @DWEquity]

The SECURE Act changed how inherited IRAs work. Why you should review every beneficiary designation you've ever made.
https://t.co/gO79A33Dz9

[Dauble+Worthington @DWEquity]

Married, divorced, or widowed: the Social Security rules for spouses are full of money most people leave on the table.
https://t.co/SHTIFad3Wm

[Dauble+Worthington @DWEquity]

Original Medicare vs. Medicare Advantage vs. Medigap — and how your income affects your premium. A pre-65 primer.
https://t.co/XdcLhcalVo

[Dauble+Worthington @DWEquity]

Miss a required minimum distribution and the penalty is brutal. RMDs explained simply — before they cost you.
https://t.co/piuTnH05tP

[Dauble+Worthington @DWEquity]

The Social Security 'earnings test' surprises a lot of early claimers. What counts, what's withheld, and what you get back.
https://t.co/AITY8Z55dB

[Dauble+Worthington @DWEquity]

Take it early and smaller, or wait and get more? The Social Security claiming math — break-even ages explained.
https://t.co/RnXWAojGN5

[Dauble+Worthington @DWEquity]

The healthiest, most active retirement years come first. Working through them to pad the balance has a real cost.
https://t.co/BvI2ZURgAu

[Dauble+Worthington @DWEquity]

The bucket strategy feels safe and organized. We took an honest look at whether it actually beats the alternatives.
https://t.co/88I0jsEvs9

[Dauble+Worthington @DWEquity]

After decades of saving, how do you actually pay yourself in retirement? Building reliable income from a portfolio.
https://t.co/UVeNwF3Cj6

[Dauble+Worthington @DWEquity]

Forget the magic number you saw online. Your retirement target starts with your spending, not a headline. A real framework.
https://t.co/Ve6FOkj2Ht

[Dauble+Worthington @DWEquity]

A bad market in your first retirement years can do permanent damage — even if the average looks fine. Sequence risk, explained.
https://t.co/3DPsRTRnC0

[Dauble+Worthington @DWEquity]

The '4% rule' was built on 1990s assumptions. Does it survive today's markets? An honest reassessment.
https://t.co/3kPCvim58O

[Dauble+Worthington @DWEquity]

Don't be dazzled by a big return number. Learn what a tear sheet *isn't* telling you, and what to look for.
https://t.co/7dMOUANi4K

[Dauble+Worthington @DWEquity]

Stuck with limited 401(k) investment options? You may be able to move money to an IRA without quitting. Here's how.
https://t.co/Je5kxvaow3

[Dauble+Worthington @DWEquity]

Tired of 401(k) nondiscrimination testing limiting what you can save? Safe harbor plans solve exactly that.
https://t.co/9PVXPMuuz0

[Dauble+Worthington @DWEquity]

Not sure how much you're required to withdraw this year? Calculate your RMD here:
https://t.co/8TKGnp7AnR

[Dauble+Worthington @DWEquity]

Freelancers and business owners: your retirement account can dwarf a regular IRA. SEP vs Solo 401(k), compared.
https://t.co/kpXPXMThE5

[Dauble+Worthington @DWEquity]

The 'pay off your mortgage' debate has a math answer — and an emotional one. Both matter. How to weigh them.
https://t.co/HUXMiZNx9P

[Dauble+Worthington @DWEquity]

What if your portfolio could shift toward strength and away from weakness — by rule, not by hunch? That's tactical asset allocation.
https://t.co/5kRvCZ41qD