Roth Conversions

The Retirement Planning Window Most People Waste (And How to Use It Correctly)

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Retirement Planning Window

Most people think retirement planning ends the day they retire. In reality, one of the most important planning opportunities doesn’t even start until after work stops — and it quietly closes a few years later. I call it the retirement planning window, and it’s one of the most underutilized opportunities I see when working with … Read more

Tax-Efficient Withdrawal Strategies: How to Keep More of Your Money in Retirement

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Tax-efficient withdrawal strategies

Using tax-efficient withdrawal strategies in retirement isn’t just smart—it can dramatically increase how long your savings last. I’ve worked with many clients who had solid portfolios but lacked a plan for withdrawals, which cost them thousands in unnecessary taxes. Let’s walk through how you can avoid that. Understanding the Impact of Taxes in Retirement Taxes … Read more