Featured · Most Recent
The Qualified Charitable Distribution.
Not a Deduction. In 2026, That Is the Entire Point.
Read article →Articles
Tax-first retirement planning, in writing. New material as it ships.
Planning vs. Preparation
Tax Planning and Tax Preparation Are Two Different Engagements.
One Looks Back a Year. The Other Looks Forward Decades.
Read →Investing / Risk
Volatility Is The Loud Risk.
The Quiet Ones Matter, Too.
Read →Tax Planning
A Retiree's Lifetime Tax Bill.
Often one of the largest single expenses in retirement, and one you may have never seen.
Read →Widow's Penalty
The Widow's Penalty.
The Tax Bill That Arrives the Year Your Spouse Doesn't.
Read →Roth Conversions
The pre-RMD planning window.
How the years between retirement and age 73 could shape the lifetime tax picture.
RMDs
Required distributions.
What the IRS's built-in income schedule means once it starts.
401(k) Strategy
Deferral, revisited.
When tax-deferred savings helps. When it may not.
Business Exit
The tax side of selling the business.
Structural choices that shape the post-sale outcome.
Want this applied to your situation?
The Retirement Tax Diagnostic™ shows you your own projected Lifetime Tax Bill.
Get Your Lifetime Tax Bill →
Get new articles by email.
Plain language. No spam. One note when each new piece is published.
Subscribe →