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Category: Retirement Planning
Latest articles
Retirement
,
Roth IRA
The Pros and Cons of Roth Conversions in Retirement
Published:
January 24, 2024
Authored By:
Kyle Walters
Explore the benefits and drawbacks of Roth conversions in retirement to see if this strategy aligns with your...
Read more
Retirement
,
Tax Planning
Smart IRA Strategies for Retirees with Successful Children
Published:
January 12, 2024
Authored By:
Kyle Walters
Learn IRA strategies for retirees with high-earning children to minimize taxes and maximize legacy....
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How Grandparents Can Take Advantage Of New 529-To-Roth IRA Rules
Published:
December 29, 2023
Authored By:
Kyle Walters
Explore the new 529-to-Roth IRA transfer rule and its impact on retirement planning, offering grandparents flexible ways to...
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2024 Bucket List Ideas to Enrich Your Retirement
Published:
December 28, 2023
Authored By:
Kyle Walters
Discover top retirement bucket list ideas for 2024. Embrace travel, family, and growth while ensuring financial security in...
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How Retiree Parents Can Support Their Adult Children
Published:
December 22, 2023
Authored By:
Kyle Walters
Guidance for retiree parents on aiding adult children financially, balancing generosity with self-sufficiency, and smart estate planning....
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Retirement
Politics, Expenses, And Taxes. Pros and Cons of Retiring Abroad
Published:
September 25, 2023
Authored By:
Kyle Walters
Explore the pros and cons of retiring abroad with a focus on lower cost of living, political alignment,...
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Investing
,
Retirement
Retirement Blueprint: Wisdom from ‘The Psychology of Money
Published:
August 21, 2023
Authored By:
Kyle Walters
Explore the emotional facets of retirement planning using insights from 'The Psychology of Money'. Behavior often trumps financial...
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Retirement
Reducing Your Medicare Premiums After A Drop In Income
Published:
June 13, 2023
Authored By:
Kyle Walters
Did you know you can request a recalculation on your Medicare premiums if your income has dropped?...
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Retirement
Retiree’s Guide: Pros and Cons of Buying a Summer Home
Published:
May 29, 2023
Authored By:
Kyle Walters
Should you buy a summer home in retirement or rent?...
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3 Ways To Calculate Your Income Rate In Retirement
Published:
March 8, 2023
Authored By:
Kyle Walters
Did you know there are three ways to calculate the amount of income you can take in retirement?...
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What We Do
Retirement Planning
Investment Management
Tax Advisory
Retirement Planning
Investment Management
Tax Advisory
Who We Are
About Us
How We’re Different
The Personal CFO
About Us
How We’re Different
The Personal CFO
Resources
CFO Signal Channel
Maximize Retirement Income
Investment Strategy Checkup
Retire Tax Savvy
Atlas Insights
CFO Signal Channel
Maximize Retirement Income
Investment Strategy Checkup
Retire Tax Savvy
Atlas Insights
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