This is a best of from The Retirement Blueprint.
November 11, 2025
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Your Retirement |
Estimated reading time: 7 min
Why & How to Use a Roth IRA Conversion in Retirement Planning
Article by Debra Taylor, CPA/PFS™️, JD, CDFA®️, Chief Tax Strategist and Managing Partner, Carson Wealth Management
With larger traditional IRA account balances and changing tax laws, Roth IRA conversions have emerged as a compelling strategy in retirement planning, offering a range of benefits and opportunities. Converting your tax-deferred retirement plans to a Roth IRA can be a strategic move, particu …
Your Retirement |
Estimated reading time: 6 min
The Basics of Required Minimum Distributions With Your Retirement Account
Article by Thomas Fridrich, JD, CLU®, ChFC®, CEPA Director, Wealth Planning
Many retirement accounts—including 401(k)s and IRAs—give individuals the ability to save for retirement in a potentially tax-advantaged manner. Contributions are often tax-deductible, and gains are tax-deferred. This means your retirement funds can grow without being taxed until you start w …
Your Retirement |
Estimated reading time: 1 min
Forced Into Retirement
Video by Grant Dorhout, Founder, Wealth Advisor
In this episode, Grant and Bill discuss one TV personality’s fears that could be in her future, tips on handling a big win, and the value of shopping around.
Your Retirement |
Estimated reading time: 1 min
We Will Spend Some Time Investing in Gold
Video by Grant Dorhout, Founder, Wealth Advisor
In this episode, Grant and Bill discuss investing in gold, settling disagreements on who is getting what, and cryptocurrency, how to pass it on to your beneficiaries.
Your Retirement |
Estimated reading time: 1 min
Best of Episode
Article by Grant Dorhout, Founder, Wealth Advisor
This is a best of from The Retirement Blueprint.
Your Retirement |
Estimated reading time: 1 min
Some Options for Re-Investing Your RMD’s
Video by Grant Dorhout, Founder, Wealth Advisor
In this episode, Grant and Bill discuss some options for re-investing your RMD’s, Annuity Awareness month, and how financially literate are you?
Your Retirement |
Estimated reading time: 1 min
What the One Big Beautiful Bill Could Do For You
Video by Grant Dorhout, Founder, Wealth Advisor
In this episode, Grant and Bill discuss what the One Big Beautiful bill could do for you, asking AI for retirement advice, and working while taking Social Security benefits.
Your Retirement |
Estimated reading time: 1 min
Best of Episode
Video by Grant Dorhout, Founder, Wealth Advisor
This is a best of from The Retirement Blueprint.
Your Retirement |
Estimated reading time: 1 min
Knowing When It’s Time to Find a More Personal Financial Relationship
Video by Grant Dorhout, Founder, Wealth Advisor
In this episodes, Grant and Bill discuss knowing when it’s time to find a more “personal” financial relationship, might a work/retire hybrid ease the transition, and renting as an investment?
Your Retirement |
Estimated reading time: 1 min
If You Own a Small Business, What’s Your Exit Plan?
Video by Grant Dorhout, Founder, Wealth Advisor
In this episode, Grant and Bill discuss if you own a small business, what’s your exit plan, are bond worth a look right now, Social Security COLA, and where are the best beaches in America?