4 min read
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, but aligning your...
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Out Advisors at Atlas Wealth share insights from ....
5 min read
If you're retired, does a Roth conversion make sense?
Sep 7, 2021 by Kyle Walters - The Personal CFO
As we approach the end of the year, you may be doing some strategic tax planning. Your strategy may involve charitable...
4 min read
Retirees: Beware the Medicare Cliff that Could Cost You Thousands
Aug 30, 2021 by Kyle Walters - The Personal CFO
Much like there are different tax brackets for your income, there are also different levels of Medicare premiums. The...