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Jonathan Harner, CFP®
Writer
Certified Financial Planner
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Join date: Jul 30, 2024
Posts (68)
Oct 8, 2026 ∙ 3 min
A $2 Million Retirement Portfolio Can Still Leave You Very Few Tax Choices
Where retirement money sits affects how much flexibility you have when you withdraw it. A $100,000 example shows why traditional, Roth, and brokerage accounts can lead to different tax bills.
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Oct 2, 2026 ∙ 3 min
What if The Market Drops Right After You Retire?
A market drop early in retirement can make withdrawals more costly. See how sequence of returns risk works and what to review before you retire.
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Sep 24, 2026 ∙ 4 min
Turning 73? Should You Delay Your First RMD Until April 1?
Turning 73? Learn why delaying your first RMD until April 1 can mean taking 2 RMDs in one tax year, and when waiting may still make sense.
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