Can We Retire at 64 & 62 With $1.3 Million? A Retirement & Tax Case Study
Can we retire now, and how much can we actually spend with taxes in mind? This is what married couple Steve and Megan want to understand.
Should Married Couples Do Roth IRA Conversions? A $2.75M Case Study
One of the most common questions we hear from married couples approaching or already in retirement is some version of this: Should we do a Roth IRA conversion?
Taxes, Income & Home Equity in Retirement: $2.75M Case Study
What if the same retired couple with about $2.75 million (plus their home), with the same assets and the same retirement date, could experience dramatically different tax, income, and legacy outcomes? Only the decisions changed.
We Are 60 & 58: Can We Retire Now? A Retirement Case Study
This is one of the most common questions we hear from married couples approaching retirement.