If you’re like most people nearing retirement, you probably think the hard part is behind you. You worked hard, saved consistently, and now you’re looking forward to slowing down and enjoying what you’ve built. Cue the hammock, the coffee mug that says “World’s Okayest Golfer,” and maybe a national park or two. But hidden inside […]
The Retirement Tax Time Bomb (and How to Diffuse It) Read More »
Retirement isn’t just a milestone; it’s a dynamic phase of life where your financial priorities and strategies continue to evolve. One common question that arises as individuals enter retirement is whether they can still contribute to retirement plans. The short answer? Yes…in some cases. (It’s never simple, is it?) In this blog, we’ll delve into
Can I Contribute to Retirement Plans after Retirement? Read More »
If you are like most people, you are probably confused by the concept of Roth conversions. In this blog post, we will take a look at what Roth conversions are, why they can be beneficial to your overall retirement plan, and how they work. What is a Roth Conversion? Simply put, a Roth conversion is
The Basics About Roth Conversions Read More »