Posts by James Conole

5 social security secrets every 60-year-old needs to know

How Does Rental Real Estate Impact Your Retirement Strategy?

I'm 51 with $600k. When Can I Retire?

I’m 51 with $600k. When Can I Retire?

Retirement Risks: 7 Traps to Avoid

Retirement Risks: 7 Traps to Avoid

3 Simple Ways to Minimize Taxes in Retirement

3 Simple Ways to Minimize Taxes in Retirement

The Roth Conversion Trap: Common Tax Planning Mistakes to Avoid

The Roth Conversion Trap: Common Tax Planning Mistakes to Avoid

How to Avoid the RMD Tax Trap: Protect Your Lifetime of Tax Savings

How to Avoid the RMD Tax Trap: Protect Your Lifetime of Tax Savings

how to avoid the widow’s tax with three strategies that protect your loved one and reduce long-term taxes.

Can We Still Retire If We Don’t Receive the $750k Inheritance We’re Expecting?

I'm 61 Years Old with $500k. Can I retire?

I’m 61 Years Old with $500k: Can I Retire?

How to Reduce Sequence of Return Risk: 2 Essential Strategies for Early Retirement

How to Reduce Sequence of Return Risk: 2 Essential Strategies for Early Retirement

I have $2.3M in IRAs. How Do I Minimize Taxes in Retirement?

I have $2.3M in IRAs. How Do I Minimize Taxes in Retirement?

5 Dangerous Rules of Thumb to Rely on in Retirement

5 Dangerous Rules of Thumb to Rely on in Retirement

The 5 Biggest Risks to Your Retirement and How to Insure Against Them

The 5 Biggest Risks to Your Retirement and How to Ensure Against Them