Retirement Income
The Roth Conversion Window Most Retirees Don't Know Exists
Between retirement and Social Security, there's a window where converting to Roth could save you tens of thousands in taxes. Most people miss it entirely.
Retirement Income
Financial Tip: Using Installment Sales to Avoid Medicare IRMAA Surcharges
There's a sinister Medicare surcharge called IRMAA that hits when you sell appreciated assets. But there's a legal way around it.
Retirement Income
Financial Tip: The Benefits of Consolidating Your Investments
Consolidating your investments to one advisory firm offers several benefits, including a single point of contact and simplified financial management.
inheritance planning
What to Do When You Inherit Retirement Accounts
When Peggy inherited her dad's retirement accounts, she was overwhelmed with paperwork and tax questions. Here's how we helped her navigate the process.