Retirement Income & Tax Planning for Professionals 5-10 Years From Retirement
Can a Roth Conversion Increase Your Medicare Premiums?
A Roth conversion can increase your Medicare premiums, sometimes two years after the conversion. But higher IRMAA costs don’t necessarily mean the conversion was a mistake. Here’s how Roth conversions and Medicare interact, and why the trade-off should be evaluated as part of your broader retirement plan.
How to Build a Retirement Income Plan
Learn how a retirement income plan coordinates Social Security, taxes, investments, and withdrawals to create reliable retirement income.
When should I start Social Security?
Most people think retirement is about taking money out. But how you withdraw—across accounts, taxes, and timing—can quietly determine whether your plan holds up over time.
The Retirement Withdrawal Strategy Most People Miss
Most people focus on how much they withdraw in retirement. But the real decision is where that income comes from first—and how it impacts taxes over time.
How Does a Retirement Portfolio Generate Income
A retirement portfolio doesn’t just get “withdrawn from.” It generates income in three distinct ways. This episode breaks down how it actually works—and why structure matters.
Your Portfolio Has A New Job
As you approach retirement, your portfolio has a new job. Learn how to shift from growth to income and start building a reliable, tax-efficient retirement paycheck.