Sequence of Inflation Risk Sequence of inflation risk may be a new phrase for you, but we all know that inflation significantly affects those in retirement. Now that inflation is back in the news, retirees want to know how inflation […]
Roth Conversions Let’s talk about what is new for Roth Conversions. The point: there are many different types of Roth conversions, and they may be affected differently by changes in the law in the next few years. Let’s start with […]
Retiring Physician Checklist Physicians love to make lists and check off stuff. ABG, check. CXR, check. Notes and basic hygiene… later. What about retirement? What items do you need to check off in your retiring physician checklist? Retirement planning starts […]
Upstream Gifting and Gifting Gains What is upstream gifting? What if you gift your elderly parent an asset with massive capital gains? What if they hold it until they get the step-up in basis at death, and then you inherit […]