Tax-efficient drawdown strategies in retirement – Journal of Accountancy
Insights from Erin Itkoe, President of Luminescent Wealth Management This article was originally published on the Journal of Accountancy website. Link to the full article: https://www.journalofaccountancy.com/issues/2026/jan/tax-efficient-drawdown-strategies-in-retirement/ Retirement planning does not end when the paychecks stop. In many ways, it becomes more complex. The shift from accumulating assets to drawing them down requires careful coordination between […]
Financial Planning For a Pet’s Future Care
Originally published in the Journal of Accountancy 9/8/25 At Luminescent Wealth Management, we believe true financial stewardship means caring for every part of a family’s legacy, human, philanthropic, and even four-legged. In this Journal of Accountancy feature, Erin Itkoe, CPA/PFS, CFP®, shares insight on how thoughtful estate planning extends beyond traditional considerations to include provisions […]
Financial Empowerment: A Woman’s Guide to Secure Retirement Planning
Originally published on MSN.com. Retirement planning is an important topic because it sets the tone for your golden years. Most people worry about having enough money to last through retirement. Whether you’re married or single, it’s so important for women to be involved in the financial planning process because it affects what your retirement years […]