by robinswood | Aug 29, 2021 | Retirement Planning
FollowFollowFollow Many of the young couples I meet come to me in a panic because they feel they are behind on retirement savings, late in buying a house, or overdue in thinking about their children’s education expenses. Many of the young couples I meet come to me in...
by robinswood | Sep 2, 2017 | Financial Planning, Retirement Planning
FollowFollowFollow Minimizing Lifetime Taxes with Roth Conversions in Early Retirement One of the most important decisions you can make in early retirement is how to optimize your tax situation. If you have a mix of pre-tax and post-tax accounts, such as traditional...
