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Kyle Walters - The Personal CFO

How Are Dividends Taxed?

When you see the word "income," there will be taxes associated with it most of the time. Dividend...

Is Dividend Investing Good For Retirement Income?

To watch my video on this topic, click on the image below:

 

When it comes to creating your...

Strategies When You Are Married And Filing For Social Security

Deciding when you and your spouse will each take Social Security retirement benefits can be tricky,...

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...

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 moment—the...

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 to...