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Retirement tax strategy, in print.

Kyle Hammerschmidt writes a monthly column for Kiplinger on the retirement-tax questions most advisors skip: Roth conversions, Social Security timing, IRMAA, and keeping more of what you've built.

Retirement Planning

5 Ways to Test Whether Your Roth Conversion Can Wait Until You Retire

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Retirement Planning

This Is the Portfolio Shift Every Pre-Retiree Should Make Before Retirement

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Social Security

The Secret to Reducing Taxes on Social Security

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Taxes

Will Your Death Double Your Spouse's Tax Bill? 4 Ways Couples Should Prepare for the Widow's Penalty

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Taxes

9 Tax Surprises Retirees Don't See Coming Until It's Too Late

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Taxes

How the Midterms Offer a Unique Tax Planning Opportunity

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Taxes

Retiring Early? ACA Subsidies Now Could Cause Tax Pain Later

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Retirement Planning

3 Ways to Set Up a Retirement Paycheck: Which One Suits You?

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Social Security

Why Basing Social Security Claims on Break-Even Math Is Risky

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Retirement Planning

Turning 59½: 5 Planning Moves Most Pre-Retirees Overlook

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Taxes

A Tax Diversification Strategy for Your Retirement Income

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Retirement Planning

This Is the Retirement Phase Nobody Talks About

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Retirement Planning

How to Create Retirement Income That's Driven by Cash Flow

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Retirement Planning

4 Steps for Managing Income Withdrawals in Retirement

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Next Step

Start with a plan, not a portfolio transfer.

You've saved for decades in 401(k)s and IRAs, and the taxes on that money haven't been paid yet. A Retirement Fit Meeting gives you a clearer picture of how taxes may affect your retirement income, even if you decide not to move forward.

See if You're a Fit