
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.

Even though it’s been over thirty years, I still remember that night like it was yesterday. I had just taken a flight

Why Working with a Fee-Only Fiduciary CFP® professional Can Help Protect Your Retirement “The best investment you can make is in knowledge.”—

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

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.