-
What’s the best way to manage retirement accounts alongside a family office?
- January 24, 2026
- Posted by: brian
- Category: High-Net-Worth Financial Planning, Uncategorized
No Comments
Affluent retirees often rely on a family office to simplify complex wealth management needs, yet many overlook how closely their retirement accounts should coordinate with that broader strategy. When retirement savings are invested mostly in paper assets, they can become vulnerable to volatility, inflation, and long‑term currency decline. Integrating physical gold and other precious metals
-
$5M–$10M Portfolio: Safe Withdrawal Rate Income
- September 19, 2025
- Posted by: brian
- Category: High-Net-Worth Financial Planning, Retirement Income & Withdrawal Strategies, Tax-Efficient Investing & Planning
Safe Withdrawal Rate: Income from a $5M–$10M Portfolio Executive Summary A safe withdrawal rate is a disciplined way to turn savings into steady retirement income while keeping the risk of running out low. For $5 million to $10 million portfolios, even a 0.5% shift changes annual income by roughly $25,000 to $50,000; it takes about

How can we help you?
Contact American Bullion with any questions about your Gold IRA and investment strategies. Our agents are ready to help get your started!
