Case Studies Archives - Encore Retirement Planning

Two identical racers with different starting lines and the same finish line symbolizing structural inequality.

Same Deal, Different Outcome: The Share-Class Effect in Private Funds

In private markets, returns are shaped long before performance shows up. This short case study explores how share classes, fees, and access can alter outcomes. It's not through better deals, but through structural differences most investors never see.

Case Studies

How to Minimize Your Retirement Tax Burden

Here's the three step tax planning process I use in real life to minimize my clients retirement tax burden. The framework is flexible and applies universally. Using this framework you can do your own tax planning or at least understand how the sausage is made.