About the Author

Kyle Walters, CFP ®, CPWA ®, CIMA ®

Kyle is the founder of Atlas Wealth Advisors and L&H CPAs and Advisors, which specialize in helping entrepreneurs, physicians, executives, and retirees simplify their financial lives.

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More from Kyle

Dividends and bonds are taxed differently. Understand which is right for you and your retirement income plan....
Dividend investing can be a way for retirees to generate a growing income stream. Is it right for...
Learn what you need to know when married and filing for social security....
Converting IRA dollars into your Roth IRA can potentially save you in taxes during your retirement. Is the...
If you have a high income in retirement, you may end up paying more for Medicare premiums....
Taxes will be one of your biggest expenses, get a plan to make sure you don't pay more...