Top Blogs of The Week:
[blog 1] Donโt Let Capital Gains Derail Your Roth Conversion
Roth conversions can unlock tax-free growth โ but only if you avoid hidden capital gains.
Roth conversions are one of the best retirement tax strategies โ but hidden capital gains can quietly push you into higher brackets or trigger Medicare penalties. In my latest blog, I share 8 smart ways to shield your portfolio and keep more money compounding tax-free.
๐ Read the full blog hereโ
P.S. Want me to run the numbers on your Roth conversion strategy? Just hit reply or book time on my calendar - Iโll help you spot opportunities and avoid pitfalls.
[blog 2] Can you retire at 62 with confidence and still help your kids financially?
That was the question Doug & Carrie brought to me โ and the answer turned out to be yes. By securing guaranteed income, keeping the rest of their portfolio growth-focused, and layering in smart Roth conversion strategies, we built a plan that delivers ~$17K/month in retirement income and still positions them for a multi-million-dollar legacy.
Itโs a powerful example of how balancing safety, growth, and tax planning can protect your lifestyle while supporting the people you love.
๐ Read the full case study (and watch the video inside)โ
[blog 3] 7 Overlooked Reasons to Delay Social Security
Most people think delaying Social Security is only about getting a bigger monthly check. But the real power goes far beyond that. Delaying can reduce taxes, protect your portfolio, strengthen your long-term care plan, maximize survivor benefits, and even preserve your legacy.
In this weekโs blog, I share 7 uncommon (but critical) reasons to consider waiting past 62 before turning on Social Security.
๐ Read the full article hereโ