Let's Talk About Your Retirement

Atlas Insights

If you're retired, does a Roth conversion make sense?

As we approach the end of the year, you may be doing some strategic tax planning. Your strategy may involve charitable giving, tax-loss harvesting, accelerating retirement plan contributions, or even a Roth Conversion.

Retirees: Beware the Medicare Cliff that Could Cost You Thousands

Much like there are different tax brackets for your income, there are also different levels of...

How do you minimize your taxes in retirement?

When it comes to taxes, not all income is created equal in retirement. Two critical factors will...

How Do You Turn Your Retirement Portfolio Into A Retirement Paycheck?

Congratulations! You’ve made it. You’ve spent decades saving and investing for this very...

Two Serious Risks to Your Retirement Income Plan

For decades, you have diligently saved and invested so that one day, you would be able to retire...

Is There A Gap In Your Retirement Income Plan?

Income planning may be the most critical element of your retirement plan. But, generating a...

3 WAYS BIDEN'S TAX INCREASES IMPACT RETIREES

On March 31st, 2021, President Biden unveiled an expansive $2.7 trillion infrastructure proposal...

Swing in Small Value Stocks Shows Benefits of Staying the Course

History has shown that over time, small-cap value offers potentially attractive returns.  Recent...

Bulls, Bears, and Long-Term Benefits of Stock Investing

Stock returns are volatile, but nearly a century of bull and bear markets shows that the good...

The "long-term average" in stocks is a bumpy road

Since 1926, the US stock market has rewarded investors with an average annual return of about...