Ken R. Clark

05/28/2026

I’m back!

05/12/2026

Retiring in California. Is $1.46 Million enough?

05/05/2026

Can I retire with $1.2 million in Florida at age 65? 🌴🌴

05/04/2026

05/04/2026

Can I retire in Las Vegas at 66 with $988,000?

05/04/2026

You likely own these types of investments and they are doing NOTHING for you 😞

04/29/2026

⚠️The retirement tax mistake that almost everyone makes.

They either:
1. Pull heavily from their IRA early (triggering bigger tax bills), or
2. Delay IRA withdrawals too long (which leads to larger, forced withdrawals later)

🚫Either way taxes creep higher than they need to.

❇️A better potentially strategy is to blend withdrawals across accounts (taking some from your IRA each year and some from your brokerage account).

✔️The benefit of this tactic is that by taking only partial distributions from the IRA each year, the distributions can occur at potentially lower tax brackets…

✔️Yet by taking at least some withdrawals from the IRA every year, the brokerage account lasts longer before it is ever depleted (avoiding the point where
you must take all distributions from the IRA because there’s no other money left).

➡️So, where do you go from here? You don’t have to guess.

✅Our clients get direct access to our CPA and personalized “what-if” scenarios that clearly show how different withdrawal strategies impact their income, taxes, and long-term outcomes.

‼️If the retirement income plan your current advisor provided didn’t address withdrawal order, you may be leaving money on the table.

👉Simply comment “income plan” and we’ll take it from there.

04/22/2026

04/22/2026

Retiring at 62 with $1 Million

04/21/2026

When should I start Social Security? 💰🏦