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Posts in 2025
Is There a Best Strategy For Roth Conversions?
Thursday, November 27, 2025 in Posts
There are multiple strategies for Roth conversions. Don’t roll. Take RMDs and hold with after tax. Roll now. Shift the balance today. Apply a dollar-cost averaging strategy. Countless other approaches. We can model particular strategies and …
Posts in 2024
Wall Streets' Focus on Wealth Unproductive
Tuesday, June 18, 2024 in Posts
It’s “an impossible math problem.”1 Alison Schrager, in Wall Street Just Doesn’t Get Retirement, points to confusion and frustration felt by prospective retirees who have no idea whether or not they are on the right track to …