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

In certain cases, you may be eligible to make a Mega Backdoor Roth IRA contribution. Under the right...
Do you have employer-issued stock in a 401(k) plan? Wondering if a NUA distribution makes sense? There are...
If you’re a small business owner, you may find that the Qualified Business Income (QBI) deduction rules are...
The rules surrounding the Required Minimum Distribution can seem complicated. To help you make better financial decision, we...
Working closely with a financial advisor can help individual investors create a plan that fits their needs and...
To help you make better financial decisions, we have created a flowchart to addresses some of the most...