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

Which makes more financial sense - contributing to a regular, or a roth IRA?...
The Secure 2.0 act delayed RMDs by three years. Is this good news?...
Do you know how to calculate your Social Security benefit?...
When should you take your social security benefit? In this article, we talk about the upside of waiting....
Should you take your social security early, or let your benefits build up?...
Vacation is a big part of retirement. When looking at a vacation home, should you consider buying?...