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Jonathan Harner, CFP®
Writer
Certified Financial Planner
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Join date: Jul 30, 2024
Posts (50)
Jun 4, 2026 ∙ 5 min
Before You Try a Backdoor Roth IRA With Pretax IRA Money
A backdoor Roth IRA sounds simple until pretax IRA money gets involved. If the rollover, Form 8606 history, pro rata rule, and December 31 IRA balance do not line up, the tax result can look very different from what you expected.
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May 28, 2026 ∙ 4 min
Is Your Portfolio Built for the Next 20 Years?
Your retirement portfolio has a different job than the portfolio you used while saving. It has to support withdrawals, handle taxes, survive bad markets, and help turn a lifetime of savings into a paycheck you won’t outlive.
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May 21, 2026 ∙ 4 min
3 Years From Retiring From Textron? What a 10% Market Drop Means
A 10% market drop feels different when you’re close to retiring from Textron. Here’s how to think about volatility, Textron stock, and your retirement plan.
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