by robinswood | Aug 30, 2021 | Financial Planning, Retirement Planning
FollowFollowFollow Albert Einstein once said: “The more I learn, the more I realize how much I don’t know.” He was not being modest. He was being honest. He knew that every discovery he made opened up new avenues of inquiry, new challenges to...
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...
