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

Explore the benefits and drawbacks of Roth conversions in retirement to see if this strategy aligns with your...
Learn IRA strategies for retirees with high-earning children to minimize taxes and maximize legacy....
Explore the new 529-to-Roth IRA transfer rule and its impact on retirement planning, offering grandparents flexible ways to...
Discover top retirement bucket list ideas for 2024. Embrace travel, family, and growth while ensuring financial security in...
Guidance for retiree parents on aiding adult children financially, balancing generosity with self-sufficiency, and smart estate planning....
Choosing between a revocable and irrevocable trust? Discover the pros, cons, and real-life case studies to make an...