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

HSA contribution rules seem pretty straightforward at first. However, the rules become complicated in years when there will...
Converting a portion of an IRA to a Roth IRA is complex process that involves many moving parts...
If your client earns too much, they are unable to make a regular contribution to a Roth IRA....
There are many different considerations that affect one’s ability to contribute to a Traditional IRA. To make matters...
There are many different considerations that affect one’s ability to contribute to a Traditional IRA or a Roth...
The US stock market has delivered an average annual return of around 10% since 1926. But short-term results...