Design a durable income plan that balances growth and safety while coordinating with required distributions and your tax bracket today and in the future.
Strategic Roth conversions, gain harvesting, and account sequencing across taxable, tax‑deferred, and Roth assets to reduce lifetime taxes.
Guidance for RSUs, ESPPs, and stock options, plus smart savings across 401(k), HSA, and brokerage to align with your retirement timeline.
I collaborate with your CPA (or refer one) so planning and filing work together—no surprises in April.