Tolleson Wealth Management Articles https://tollesonmanagement.com/articles/ Flexible retirement paychecks for new retirees en-us 60 Mon, 12 Oct 2026 09:00:00 +0000 How to set your pay with a guardrails withdrawal strategy for retirementhttps://tollesonmanagement.com/articles/guardrails-withdrawal-strategy-retirement/https://tollesonmanagement.com/articles/guardrails-withdrawal-strategy-retirement/Sat, 10 Oct 2026 09:00:00 +0000At 4% and 6%, a guardrails withdrawal strategy for retirement changes pay in 10% steps, as Tolleson Wealth Management illustrates. Tolleson Wealth Management and the mistake behind the 4 percent rule vs. guardrails debatehttps://tollesonmanagement.com/articles/4-percent-rule-vs-guardrails/https://tollesonmanagement.com/articles/4-percent-rule-vs-guardrails/Wed, 07 Oct 2026 09:00:00 +0000At 5 percent, $1.2M can pay $5K monthly. Compare the 4 percent rule vs. guardrails with Tolleson Wealth Management after market swings. How Tolleson Wealth Management explains how much you can withdraw in retirementhttps://tollesonmanagement.com/articles/how-much-withdraw-retirement-monthly/https://tollesonmanagement.com/articles/how-much-withdraw-retirement-monthly/Sun, 04 Oct 2026 09:00:00 +0000Avoid setting a paycheck before tax: learn how much can I withdraw in retirement with Tolleson Wealth Management using $1M math. Questions for a Retirement Income Advisor: The Tolleson Wealth Management Checklisthttps://tollesonmanagement.com/articles/questions-retirement-income-advisor/https://tollesonmanagement.com/articles/questions-retirement-income-advisor/Sat, 03 Oct 2026 09:00:00 +0000Avoid a $6,500 annual fee surprise: questions for a retirement income advisor from Tolleson Wealth Management test pay rules and RMDs. Sequence of Returns Risk in Retirement: What a Bad First Year Costshttps://tollesonmanagement.com/articles/sequence-of-returns-risk-retirement/https://tollesonmanagement.com/articles/sequence-of-returns-risk-retirement/Wed, 30 Sep 2026 09:00:00 +0000Avoid a $45K loss-order gap: sequence of returns risk in retirement explained by Tolleson Wealth Management with a guardrail trim. Should I choose a fee-only vs. commission advisor for $800K?https://tollesonmanagement.com/articles/fee-only-vs-commission-advisor/https://tollesonmanagement.com/articles/fee-only-vs-commission-advisor/Mon, 28 Sep 2026 09:00:00 +0000Avoid a $40K sales load by comparing fee-only vs. commission advisor costs over ten years with Tolleson Wealth Management. A cash bucket for retirees nearing the paycheck yearshttps://tollesonmanagement.com/articles/cash-bucket-for-retirees/https://tollesonmanagement.com/articles/cash-bucket-for-retirees/Sun, 27 Sep 2026 09:00:00 +0000Two years can stretch to 26 months with a trim. Learn cash bucket for retirees choices with Tolleson Wealth Management. The Tolleson Wealth Management Guide to retirement withdrawal mistakes to avoidhttps://tollesonmanagement.com/articles/retirement-withdrawal-mistakes-to-avoid/https://tollesonmanagement.com/articles/retirement-withdrawal-mistakes-to-avoid/Wed, 23 Sep 2026 09:00:00 +0000At 68, a $20K stock sale after a 20% drop costs $5K. Retirement withdrawal mistakes to avoid, with Tolleson Wealth Management. How to fund bridge income before Social Security with Tolleson Wealth Managementhttps://tollesonmanagement.com/articles/bridge-income-before-social-security/https://tollesonmanagement.com/articles/bridge-income-before-social-security/Sat, 19 Sep 2026 09:00:00 +0000Avoid locking in a smaller lifetime check: bridge income before Social Security is sized by Tolleson Wealth Management for eight years. The mistake of treating a retirement paycheck checklist like one monthly transferhttps://tollesonmanagement.com/articles/retirement-paycheck-checklist/https://tollesonmanagement.com/articles/retirement-paycheck-checklist/Thu, 17 Sep 2026 09:00:00 +0000Avoid an $8,400 April tax gap with a retirement paycheck checklist from Tolleson Wealth Management: withholding, Medicare and guardrails. How Tolleson Wealth Management weighs retiree spending in a bear markethttps://tollesonmanagement.com/articles/retiree-spending-bear-market/https://tollesonmanagement.com/articles/retiree-spending-bear-market/Tue, 15 Sep 2026 09:00:00 +000010 percent can preserve $7,200 over a year. See how retiree spending in a bear market can use flexible cuts with Tolleson Wealth Management. Annuity vs. systematic withdrawals (a Walkthrough from Tolleson Wealth Management)https://tollesonmanagement.com/articles/annuity-vs-systematic-withdrawals/https://tollesonmanagement.com/articles/annuity-vs-systematic-withdrawals/Tue, 08 Sep 2026 09:00:00 +0000Avoid locking travel money into the wrong payout: annuity vs. systematic withdrawals math from Tolleson Wealth Management for a $300K choice. Tax-efficient withdrawal order in retirement: testing a $1.5M couple’s choiceshttps://tollesonmanagement.com/articles/tax-efficient-withdrawal-order-retirement/https://tollesonmanagement.com/articles/tax-efficient-withdrawal-order-retirement/Thu, 03 Sep 2026 09:00:00 +0000Age 73 starts RMDs. Learn the tax-efficient withdrawal order in retirement with a $1.5M example from Tolleson Wealth Management.