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Are You Taking Too Much From Your Retirement Portfolio Too Soon?
Signs you are withdrawing too much from your portfolio too quickly in retirement. Six steps you can take to build a resilient retirement spending plan.
John Macy
Dec 10, 2025
What is the Best Withdrawal Sequence For Retirement Accounts?
A tax-smart withdrawal strategy for retirees.
John Macy
Dec 10, 2025
When Should You Do Roth IRA Conversions?
When are the best times to do Roth conversions? This article explains the key principles and best times to do Roth conversions.
John Macy
Dec 10, 2025
Roth Conversions — Not the Best Solution for Many Households
Should you do Roth conversions? Not everyone should. Tax-smart approaches to Roth conversions.
John Macy
Dec 10, 2025
How Do Dividends & Interest Fit Into the 4% Rule?
The relationship between the 4% Rule (withdrawal strategy) and dividends/interest.
John Macy
Dec 10, 2025
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