By Brian Bloxom, ChFEBCSM Retirement is an exciting milestone, but it can also come with uncertainty. For those approaching this next chapter, taking the time for thoughtful pre-retirement planning can provide clarity and peace for what’s ahead. In fact, a recent survey found that 66% of …
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Roth IRA Conversion Benefits: Timing, Taxes & Long-Term Impact
By Brian Bloxom, ChFEBCSM Are you looking for a way to potentially lower your taxes in retirement? Roth IRA conversion benefits might be just what you need. By converting money from a traditional IRA or 401(k) and paying taxes now, you can give your retirement savings the chance to grow …
5 Strategies for Saving Taxes in Retirement
By Brian Bloxom, ChFEBCSM When imagining your retirement and dreaming about your next chapter, taxes probably aren’t the first thing you think of. Most people only focus on taxes once a year around filing season and then forget about them until the next deadline rolls around. But if your goal …