Retirement Income & Tax Planning for Professionals 5-10 Years From Retirement.
FEATURED RESOURCES
Retirement Planning Resources
Preparing for retirement involves more than investment returns.
This resource center covers the financial decisions professionals face in the 5–10 years before retirement, including:
• retirement income planning
• Roth conversions
• tax strategy
• Social Security timing
• investment portfolio design
These insights come from the real planning work we do with clients approaching retirement.
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Dividend Planning Reduces Stress in Rocky Markets
Patrick Thompson, AWMA discussing Dividend Income Planning and how it reduces stress in volatile markets.
The Costly Mistake of Letting Winners Run Too Long
It's easy to get caught up in the excitement when your investments are soaring—but letting winners run without a clear exit plan can lead to unexpected setbacks.
Will Your Bank Lower Savings Rates Before or After the Fed Announcement
When the Federal Reserve signals rate cuts are on the horizon, banks often move preemptively—lowering savings rates before the official decision to protect their profit margins. This means high-yield savings account rates may drop even before the Fed acts.
How to design your retirement income strategy in 3 steps.
The 3-Account Strategy for Retirement Income
The Wants vs. Needs Battle Ends Here
Most parents struggle to teach their kids the difference between wants and needs, but there's a simple way to make it stick.
Customizing Your Rebalancing Approach as You Near Retirement
Getting closer to retirement means it’s time to rethink your rebalancing strategy!
Ways to Use Tax Bracket Management for Smoother Retirement Income
3 Ways to Use Tax Bracket Management for Smoother Retirement Income
Why IRS Rule 72(t) Isn’t a Shortcut but a Lifeline for Early Retirees
IRS Rule 72(t) is often overlooked as a valuable tool for early retirees.
How does starting a side hustle as a teenager create long-lasting independence?
Early entrepreneurial experiences teach teens the importance of responsibility, budgeting, and business management.
The Hidden Cost of Ignoring Old 401k Accounts
Many professionals overlook old 401k accounts, but ignoring them comes with hidden costs.
The Big Surprise About Roth Conversions Later in Life
You might be surprised to learn that converting to a Roth IRA later in life isn't always the slam dunk many believe.
Where Your Tax Dollars Go?
With all the talk around the One Big Beautiful Bill Act, understanding where our tax dollars go can help put the bigger economic picture into perspective—and this month's chart offers a breakdown of how the federal government allocates its spending.
Why Year-Round Tax Planning Is Essential for Financial Success
Many people make the mistake of thinking tax planning is something you do in December, scrambling to find deductions and last-minute strategies before year-end. But smart tax planning is a year-round effort that can lead to greater tax savings, better financial decisions, and fewer surprises when you file your return.