Insights
Short notes on the questions our clients ask most, written by the people who answer them.
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Five questions to answer before you retire early
Health coverage, the first five years of withdrawals and what you will do with your time matter more than the date itself.
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Roth conversions in a low-income year
A gap year, a sabbatical or the years between retirement and Social Security can be the cheapest time to convert.
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Why we rebalance on a schedule and not on headlines
Calendar rules remove the hardest decision from the worst possible moment.
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Talking with your parents about their plan
Three conversations that are easier to have now than during a crisis, and how to start the first one.
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Choosing a retirement plan for a small company
How a SEP, a SIMPLE and a solo 401(k) compare on cost, contribution limits and paperwork.
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How much cash should you keep?
An emergency reserve is insurance, and like any insurance it has a right size.