
A Roth IRA Conversion Can Be Valuable—But Timing Is Everything
A Roth IRA Conversion can create tax-free retirement income, but the timing matters. Learn how to weigh taxes, Medicare costs, and your legacy plan today.
Retirement planning, investing, fee-only fiduciary advice, wealth and tax strategy from Byron Studdard, CFP® — written in plain language.

A Roth IRA Conversion can create tax-free retirement income, but the timing matters. Learn how to weigh taxes, Medicare costs, and your legacy plan today.

Where is the stock market likely to go next? While no indicator can predict the future with certainty, support and resistance lines

Defy conventional wisdom in your retirement planning Most Americans fail to save and invest accordingly for retirement. By Byron L. Studdard, CFP

5 Questions to Ask Before Refinancing Your Mortgage Byron L. Studdard, CFP August 9, 2016, 3:31 PM — The mortgage checks most homeowners

Many people are in a headlong rush to claim their Social Security benefits as soon as possible but, depending on their situation,
Byron’s free financial planning eBook covers retirement strategy, investing, wealth preservation and tax-efficient planning.