When I sit down with clients like George and Weezy, I’m reminded that retirement planning isn’t just about numbers it’s...
retirement tax planning
Most people think they own their retirement accounts—but the truth is, the IRS owns a big piece of them too....
Roth conversions are one of the most powerful tools in retirement planning, but they aren’t a one-size-fits-all solution. Done strategically,...
For many retirees, the biggest challenge isn’t poverty or immense wealth it’s being stuck in the middle. Middle-income retirees often...
If you’re approaching age 73 or older, Required Minimum Distributions (RMDs) are critical to your retirement planning. The IRS requires...
When most people think about retirement, they picture decades of diligent saving followed by a comfortable life of leisure. But...
Required Minimum Distributions—RMDs—can sneak up on retirees. They sound simple enough: the IRS wants to collect taxes on your tax-deferred...
If you’re planning for retirement or already navigating it, the choices you make now around taxes, income, and estate planning...
Planning for retirement requires more than just saving—it demands strategy. From managing tax brackets to navigating charitable giving and protecting...
Roth conversions are one of the most powerful retirement planning tools available—but they can also be one of the most...
When it comes to tax-free income in retirement, the Roth IRA is hard to beat but only if you know...
Planning for retirement involves more than just saving—it requires a detailed understanding of tax laws, account rules, and how to...
Death and taxes—two things in life we can't escape. If you're working or retired, understanding how Social Security and Medicare...
If you Google "Who is the IRA guru?" the entire first page of results is dedicated to Ed Slott, CPA—and...
Tax planning is essential for a well-rounded retirement strategy. One key tool that retirees often consider is the Roth conversion—a...
