Taxes

  • Jay Thompson
  • Posted by Jay Thompson
April 6, 2026

RMDs Decoded. Dealing with Required Minimum Distributions

The Short Version RMDs (Required Minimum Distributions) are required withdrawals from pre-tax...

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Graphic highlighting three important reasons for Roth Conversions: 1) Pay taxes now, save later 2) Reduce RMDs & Medicare costs 2) Maximize tax-free income in retirement
  • Jay Thompson
  • Posted by Jay Thompson
March 24, 2026

The Roth Conversion Playbook for Retirement

The Short Version A Roth conversion strategy means moving money from a...

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  • Jay Thompson
  • Posted by Jay Thompson
February 17, 2026

Why Your Tax Rate in Retirement Might Be Higher Than You Think

Quick Summary: Retirement doesn’t automatically mean lower taxes. While earned income may...

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  • Jay Thompson
  • Posted by Jay Thompson
February 7, 2026

Taxes: Roth Conversions

Roth conversions are simple in concept and tricky in execution. You move...

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  • Jay Thompson
  • Posted by Jay Thompson
February 1, 2026

Taxes: Roth Conversions

Roth conversions are simple in concept and tricky in execution. You move...

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  • Jay Thompson
  • Posted by Jay Thompson
January 15, 2026

Taxes Pillar: Start Here

If income is the tide and Medicare is the weather, taxes are...

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  • Jay Thompson
  • Posted by Jay Thompson
December 7, 2025

Taxes

Coming Soon! Very soon…

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