Blog

Latest posts

Breaking even: Tackling the real cost of market downturns

Breaking even: Tackling the real cost of market downturns

Published on: 12/05/2026

Discover strategies to protect your retirement savings from market downturns and understand the importance of the breakeven curve in retirement.

Roth IRA conversion: 4 things to know before making a move

Roth IRA conversion: 4 things to know before making a move

Published on: 07/05/2026

Wondering if a Roth IRA conversion makes sense for your situation? Here are 4 key considerations to help you make the right decision for your goals.

Taxes on sale right now?

Taxes on sale right now?

Published on: 20/03/2026

Income taxes on sale? Right now may be the right time to lock in your income tax rate.

The Fed Can't Keep a Secret

The Fed Can't Keep a Secret

Published on: 07/09/2025

In early August, multiple regional Federal Reserve Bank presidents hit the speaking tour. They made headlines by suggesting that the economy is strong enough to justify tapering the Fed's monthly bond purchases.

FOR EDUCATIONAL AND INFORMATIONAL PURPOSES ONLY

The information provided is not designed, or intended, to be applicable to any person’s individual circumstances. It should not be considered investment, legal and/or tax advice, nor does it constitute a recommendation that anyone engage in (or refrain from) a particular course of action.

If you are seeking recommendations, please contact a legal, tax and/or financial professional. All examples are hypothetical and are for illustrative purposes only. Past performance does not guarantee future results.

© Copyright 2026 Retirement Optimized. All rights reserved.