Which Accounts Should You Withdraw From First in Retirement?
Compare taxable accounts, traditional IRAs and Roth IRAs to build a retirement withdrawal order around your income needs, taxes and investment plan.
Insights archive
Insights
Browse articles in chronological order on personal planning, investing, retirement and business-owner decisions.
Roth Conversion and IRMAA: A Houston Retiree's Guide
Considering a Roth conversion in Houston? Review Medicare premium effects and compare scenarios with a fee-only fiduciary before deciding.
Leaving a Large Brokerage Firm? What to Know Before You Move
Considering a new adviser? Compare actual account costs, understand fiduciary relationships, and review holdings and tax questions before moving your accounts.
From Building Wealth to Living on It
Retirement changes the questions your portfolio needs to answer. Review actual costs, company-stock exposure, cash needs and tax trade-offs with Todd Smurl, CFA.
How Founders Can Protect Wealth Before a Liquidity Event: A Hypothetical $5.8M GRAT Transfer
See how a two-year GRAT illustration reaches a $5.8M remainder, why the timing of growth and annuity payments matters, and how it fits a family's plan.
Section 1202 QSBS: What to Review Before a Business Sale
Review QSBS eligibility, acquisition dates, holding periods and gain limits before a business sale, then connect the proceeds to your personal investment plan.
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