top of page
.png)
Blog
We encourage Baby Booomers and those looking ahead to retirement to increase their knowledge in the areas of taxes and how they can navigate some of the “government gotchas” as we call them. Check out the articles below and expand your knowledge.
Roth Conversion and IRMAA: Stop at the Tier or the Tax Bracket?
How to size a 2026 Roth conversion around Medicare IRMAA tiers: the one-dollar cliff, what each tier costs, and when the tax bracket should decide.
Davis Oliver
1 day ago6 min read
Before a Large Roth Conversion: 10 Questions Our Clients Ask
The 10 questions retirees ask most before a large Roth conversion, answered with 2026 figures.
Davis Oliver
2 days ago3 min read
Roth Conversion Case Studies: 6 Real Retirement Tax Plans From 2026
Six anonymized Roth conversion case studies from 2026 planning meetings: Medicare IRMAA, RMDs, a surviving spouse, and heirs.
Davis Oliver
2 days ago6 min read
Roth Conversion Deadline 2026: What to Do Before December 31
The 2026 Roth conversion deadline is December 31. The 2026 tax brackets, IRMAA and RMD checks, and how much to convert.
Davis Oliver
2 days ago4 min read
The Hidden Cost of Delayed Tax Planning!
When tax planning is done earlier in the year, the impact is far greater. That’s because you’re not just saving taxes, you’re giving your money more time to work for you.
Davis Oliver
Dec 1, 20254 min read
The Most Powerful Tax-Saving Example of the Year!
In this week’s Taxes Saved Reviews, we break down one of the most powerful tax-saving examples of the year – a real, two-strategy plan that saved a married couple over $300,000 in taxes in a single year.
Davis Oliver
Sep 1, 20254 min read
Turn a Potential Tax Hit Into a Lifelong Tax Win!
In this week’s Taxes Saved Reviews, we spotlight a powerful client case that shows how the right timing and the right tax strategy can turn a potential tax hit into a lifelong tax win.
Davis Oliver
Jul 1, 20254 min read
Still Time for Tax Savings with Tax Deduction Planning!
In this week’s Taxes Saved Reviews, I share a powerful, real-life case study that shows how impactful the right tax strategy can be. This example comes from one of our clients, a 64-year-old retired dentist from Colorado.
Davis Oliver
Jun 2, 20254 min read
Will Taxes Shred Your 401(k) and IRA?
In this week’s Taxes Saved Review, I reference a Kiplinger article which asks, “Will taxes shred your 401(k) and IRA in retirement?” The conventional wisdom is that you save your money in a 401(k) now and then pay taxes later.
Davis Oliver
May 1, 20255 min read
The Seven Ways Retirees Accidently Pay Too Much in Taxes
In this week’s Taxes Saved Reviews, I teach about The Seven Ways Retirees Accidently Pay Too Much in Taxes.
Davis Oliver
Feb 3, 20255 min read
bottom of page