Retirement Planning

How After-Tax 401(k) Contributions + In-Plan Roth Conversions Can Multiply Your Retirement Savings

by Daniel Zajac, CFP®, EA | Last updated Aug 13, 2025 | Retirement Planning

Most companies and corporations incentivize employees to save for retirement. More often than not, they’ll do this through a 401(k) plan. When you first onboarded with your company, you were...

What You Need to Know About Drawing Down Your Assets in Retirement

by Daniel Zajac, CFP®, EA | Last updated May 27, 2025 | Retirement Planning

Retirement planning is often summed up into a single question: How much money do I need to retire? Unfortunately, this question leaves many well-intentioned retirees far short of the actual...

How to Integrate Employee Stock Options into your Retirement Plan

by Daniel Zajac, CFP®, EA | Last updated May 27, 2025 | Retirement Planning

Traditional retirement planning is grounded in the belief that if you save early and save often, you’ll accumulate enough wealth to retire with the lifestyle that you want. Many people...

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Retirement Planning

How After-Tax 401(k) Contributions + In-Plan Roth Conversions Can Multiply Your Retirement Savings

What You Need to Know About Drawing Down Your Assets in Retirement

How to Integrate Employee Stock Options into your Retirement Plan

10 Simple Simple Steps to Pre-Retirement Planning (for any age)